HWM
TSLA icon

Heirloom Wealth Management’s Tesla TSLA Stock Holding History

Heirloom Wealth Management’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 		$534K Sell
1,268
-6
-0.5% -$2.39K 0.08% 45
2026
Q1 		$474K Buy
1,274
+373
+41% +$154K 0.09% 67
2025
Q4 		$405K Buy
901
+10
+1% +$4.43K 0.09% 35
2025
Q3 		$396K Buy
891
+2
+0.2% +$694 0.1% 34
2025
Q2 		$282K Sell
889
-10
-1% -$3.01K 0.07% 38
2025
Q1 		$233K Buy
899
+15
+2% +$5K 0.07% 39
2024
Q4 		$357K Sell
884
-1
-0.1% -$322 0.11% 37
2024
Q3 		$232K Buy
+885
New +$202K 0.07% 41
2024
Q1 		– Sell
-831
Closed -$206K – 53
2023
Q4 		$206K Hold
831
– – 0.08% 51
2023
Q3 		$208K Sell
831
-9
-1% -$2.31K 0.09% 50
2023
Q2 		$220K Buy
+840
New +$168K 0.1% 48

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heirloom Wealth Management's TSLA Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Tesla (TSLA) stake by 0.47% in Q2 2026, selling an estimated $2.39K and leaving 1,268 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #45.

Heirloom Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. 4,298 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Heirloom Wealth Management held 1,268 shares of Tesla worth $534K as of Q2 2026.
  • Heirloom Wealth Management sold 6 Tesla shares in Q2 2026, an estimated $2.39K.
  • Tesla made up 0.08% of Heirloom Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Heirloom Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
  • 4,298 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.