HT
TSLA icon

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
Q2 		$596K Buy
1,417
+53
+4% +$21.1K 0.05% 213
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Trust's TSLA Position: Q2 2026 in Review

Heritage Trust increased its Tesla (TSLA) stake by 3.9% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,417 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #213.

Heritage Trust first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Heritage Trust held 1,417 shares of Tesla worth $596K as of Q2 2026.
  • Heritage Trust bought 53 Tesla shares in Q2 2026, an estimated $21.1K.
  • Tesla made up 0.05% of Heritage Trust's portfolio in Q2 2026, its #213 holding.
  • Heritage Trust first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.