Heritage Oak Wealth Advisors’s Tesla TSLA Stock Holding History

Heritage Oak Wealth Advisors’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	$905K	Buy	2,151 +727	+51%	+$289K	0.27%	39
2026 Q1	$529K	Sell	1,424 -40	-3%	-$16.5K	0.17%	41
2025 Q4	$658K	Sell	1,464 -1,169	-44%	-$518K	0.24%	42
2025 Q3	$1.17M	Buy	2,633 +1,395	+113%	+$484K	0.43%	33
2025 Q2	$393K	Buy	1,238 +284	+30%	+$85.6K	0.15%	53
2025 Q1	$247K	Buy	954 +73	+8%	+$24.3K	0.11%	62
2024 Q4	$356K	Sell	881 -2,672	-75%	-$860K	0.17%	50
2024 Q3	$930K	Buy	+3,553	New	+$810K	0.43%	44

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's TSLA Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Tesla (TSLA) stake by 51% in Q2 2026, buying an estimated $289K and bringing the position to 2,151 shares worth $905K. The position accounts for 0.27% of the portfolio, ranked #39.

Heritage Oak Wealth Advisors first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 1,469 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Heritage Oak Wealth Advisors held 2,151 shares of Tesla worth $905K as of Q2 2026.
Heritage Oak Wealth Advisors bought 727 Tesla shares in Q2 2026, an estimated $289K.
Tesla made up 0.27% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Heritage Oak Wealth Advisors first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Tesla position peaked at $1.17M in Q3 2025.
1,469 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.