HIG
TSLA icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return