HFO
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Heritage Family Offices’s Tesla TSLA Stock Holding History

Heritage Family Offices’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 		$1.7M Buy
4,052
+1,308
+48% +$520K 0.66% 37
2026
Q1 		$1.02M Buy
2,744
+1,946
+244% +$802K 0.45% 59
2025
Q4 		$359K Buy
+798
New +$354K 0.16% 122

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

Heritage Family Offices's TSLA Position: Q2 2026 in Review

Heritage Family Offices increased its Tesla (TSLA) stake by 48% in Q2 2026, buying an estimated $520K and bringing the position to 4,052 shares worth $1.7M. The position accounts for 0.66% of the portfolio, ranked #37.

Heritage Family Offices first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Heritage Family Offices held 4,052 shares of Tesla worth $1.7M as of Q2 2026.
  • Heritage Family Offices bought 1,308 Tesla shares in Q2 2026, an estimated $520K.
  • Tesla made up 0.66% of Heritage Family Offices's portfolio in Q2 2026, its #37 holding.
  • Heritage Family Offices first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.