Heartwood Wealth Advisors’s Tesla TSLA Stock Holding History

Heartwood Wealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Sell	688 -37	-5%	-$14.7K	0.02%	198
2026 Q1	$270K	Buy	725 +4	+0.6%	+$1.65K	0.02%	190
2025 Q4	$324K	Sell	721 -18	-2%	-$7.98K	0.03%	153
2025 Q3	$329K	Buy	739 +56	+8%	+$19.4K	0.03%	152
2025 Q2	$217K	Buy	+683	New	+$206K	0.02%	181
2025 Q1	–	Sell	-771	Closed	-$311K	–	180
2024 Q4	$311K	Buy	+771	New	+$248K	0.04%	129
2023 Q4	–	Sell	-817	Closed	-$204K	–	155
2023 Q3	$204K	Sell	817 -9	-1%	-$2.31K	0.03%	129
2023 Q2	$216K	Buy	+826	New	+$165K	0.03%	128

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's TSLA Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Tesla (TSLA) stake by 5.1% in Q2 2026, selling an estimated $14.7K and leaving 688 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #198.

Heartwood Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 8 quarters since. The position peaked at $329K in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Heartwood Wealth Advisors held 688 shares of Tesla worth $289K as of Q2 2026.
Heartwood Wealth Advisors sold 37 Tesla shares in Q2 2026, an estimated $14.7K.
Tesla made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Heartwood Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 8 quarters since.
Heartwood Wealth Advisors's Tesla position peaked at $329K in Q3 2025.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.