HFS
TSLA icon

Heritage Financial Services’s Tesla TSLA Stock Holding History

Heritage Financial Services’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
2025
Q4 		– Sell
-861
Closed -$383K – 139
2025
Q3 		$383K Buy
+861
New +$299K 0.03% 87
2025
Q1 		– Sell
-516
Closed -$208K – 129
2024
Q4 		$208K Buy
+516
New +$166K 0.03% 112
2022
Q3 		– Sell
-15
Closed -$3K – 436
2022
Q2 		$3K Buy
+15
New +$4.09K ﹤0.01% 402

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Financial Services's TSLA Position: Q4 2025 in Review

Heritage Financial Services sold out of Tesla (TSLA) in Q4 2025, closing a stake of 861 shares — an estimated $383K sold.

Heritage Financial Services first reported a position in TSLA in Q2 2022 and held it in 3 quarters. The position peaked at $383K in Q3 2025. 4,337 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Heritage Financial Services reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
  • Heritage Financial Services sold 861 Tesla shares in Q4 2025, an estimated $383K.
  • Heritage Financial Services first reported a position in Tesla in Q2 2022 and held it in 3 quarters.
  • Heritage Financial Services's Tesla position peaked at $383K in Q3 2025.
  • 4,337 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.