Heritage Investment Group’s Tesla TSLA Stock Holding History

Heritage Investment Group’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	$596K	Buy	1,416 +598	+73%	+$238K	0.08%	76
2026 Q1	$304K	Buy	818 +51	+7%	+$21K	0.05%	95
2025 Q4	$345K	Buy	+767	New	+$340K	0.05%	95
2025 Q2	–	Sell	-2,338	Closed	-$606K	–	112
2025 Q1	$606K	Sell	2,338 -5	-0.2%	-$1.67K	0.11%	52
2024 Q4	$946K	Buy	+2,343	New	+$754K	0.18%	39
2024 Q1	–	Sell	-2,086	Closed	-$518K	–	106
2023 Q4	$518K	Buy	+2,086	New	+$496K	0.12%	45
2023 Q2	–	Sell	-1,875	Closed	-$389K	–	93
2023 Q1	$389K	Buy	+1,875	New	+$327K	0.12%	50
2022 Q4	–	Sell	-1,875	Closed	-$497K	–	81
2022 Q3	$497K	Buy	+1,875	New	+$524K	0.31%	36

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Investment Group's TSLA Position: Q2 2026 in Review

Heritage Investment Group increased its Tesla (TSLA) stake by 73% in Q2 2026, buying an estimated $238K and bringing the position to 1,416 shares worth $596K. The position accounts for 0.08% of the portfolio, ranked #76.

Heritage Investment Group first reported a position in TSLA in Q3 2022 and has held it in 8 quarters since. The position peaked at $946K in Q4 2024. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Heritage Investment Group held 1,416 shares of Tesla worth $596K as of Q2 2026.
Heritage Investment Group bought 598 Tesla shares in Q2 2026, an estimated $238K.
Tesla made up 0.08% of Heritage Investment Group's portfolio in Q2 2026, its #76 holding.
Heritage Investment Group first reported a position in Tesla in Q3 2022 and has held it in 8 quarters since.
Heritage Investment Group's Tesla position peaked at $946K in Q4 2024.
4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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