Heck Capital Advisors’s Tesla TSLA Stock Holding History

Heck Capital 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	$8.65M	Buy	20,564 +15,364	+295%	+$6.11M	0.52%	47
2026 Q1	$1.93M	Buy	5,200 +4,690	+920%	+$1.93M	0.14%	86
2025 Q4	$229K	Buy	+510	New	+$226K	0.02%	203
2025 Q1	–	Sell	-48	Closed	-$19.4K	–	260
2024 Q4	$19.4K	Hold	48	–	–	﹤0.01%	201
2024 Q3	$12.6K	Hold	48	–	–	﹤0.01%	190
2024 Q2	$9.5K	Hold	48	–	–	﹤0.01%	191
2024 Q1	$8.44K	Hold	48	–	–	﹤0.01%	186
2023 Q4	$11.9K	Hold	48	–	–	﹤0.01%	179
2023 Q3	$12K	Hold	48	–	–	﹤0.01%	173
2023 Q2	$12.6K	Hold	48	–	–	﹤0.01%	152
2023 Q1	$9.96K	Hold	48	–	–	﹤0.01%	142
2022 Q4	$5.91K	Hold	48	–	–	﹤0.01%	136
2022 Q3	$12.7K	Hold	48	–	–	﹤0.01%	133
2022 Q2	$10.8K	Buy	+48	New	+$13.1K	﹤0.01%	134
2021 Q3	–	Sell	-1,056	Closed	-$239K	–	120
2021 Q2	$239K	Buy	1,056 +21	+2%	+$4.56K	0.05%	104
2021 Q1	$230K	Buy	+1,035	New	+$260K	0.05%	102

Other funds holding TSLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return