HT
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Heritage Trust’s Tesla TSLA Stock Holding History

Heritage Trust’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 		$507K Buy
1,364
+75
+6% +$30.9K 0.05% 211
2025
Q4 		$580K Buy
1,289
+58
+5% +$25.7K 0.06% 200
2025
Q3 		$547K Hold
1,231
– – 0.06% 202
2025
Q2 		$391K Hold
1,231
– – 0.05% 230
2025
Q1 		$319K Buy
1,231
+100
+9% +$33.3K 0.04% 253
2024
Q4 		$457K Buy
+1,131
New +$364K 0.05% 214
2024
Q2 		$267K Buy
1,350
+5
+0.4% +$874 0.04% 251
2024
Q1 		$236K Sell
1,345
-86
-6% -$16.8K 0.03% 263
2023
Q4 		$356K Buy
1,431
+5
+0.4% +$1.19K 0.05% 218
2023
Q3 		$357K Hold
1,426
– – 0.06% 205
2023
Q2 		$373K Buy
+1,426
New +$285K 0.05% 205

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Heritage Trust's TSLA Position: Q1 2026 in Review

Heritage Trust increased its Tesla (TSLA) stake by 5.8% in Q1 2026, buying an estimated $30.9K and bringing the position to 1,364 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #211.

Heritage Trust first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $580K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Heritage Trust held 1,364 shares of Tesla worth $507K as of Q1 2026.
  • Heritage Trust bought 75 Tesla shares in Q1 2026, an estimated $30.9K.
  • Tesla made up 0.05% of Heritage Trust's portfolio in Q1 2026, its #211 holding.
  • Heritage Trust first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
  • Heritage Trust's Tesla position peaked at $580K in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.