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 Q3	$436K	Sell	1,229 -39	-3%	-$14K	0.06%	49
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Heirloom Wealth Management's TSLA Position: Q3 2026 in Review

Heirloom Wealth Management reduced its Tesla (TSLA) stake by 3.1% in Q3 2026, selling an estimated $14K and leaving 1,229 shares worth $436K. The position accounts for 0.06% of the portfolio, ranked #49.

Heirloom Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $534K in Q2 2026. 2,808 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Heirloom Wealth Management held 1,229 shares of Tesla worth $436K as of Q3 2026.
Heirloom Wealth Management sold 39 Tesla shares in Q3 2026, an estimated $14K.
Tesla made up 0.06% of Heirloom Wealth Management's portfolio in Q3 2026, its #49 holding.
Heirloom Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
Heirloom Wealth Management's Tesla position peaked at $534K in Q2 2026.
2,808 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.