HWA
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Heritage Wealth Advisors’s Tesla TSLA Stock Holding History

Heritage 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
Q1 		$272K Buy
731
+353
+93% +$145K 0.01% 180
2025
Q4 		$170K Buy
378
+38
+11% +$16.8K 0.01% 231
2025
Q3 		$151K Buy
340
+27
+9% +$9.37K 0.01% 218
2025
Q2 		$99.4K Hold
313
– – ﹤0.01% 248
2025
Q1 		$81.1K Sell
313
-44
-12% -$14.7K ﹤0.01% 262
2024
Q4 		$144K Buy
357
+8
+2% +$2.57K 0.01% 228
2024
Q3 		$91.3K Buy
349
+42
+14% +$9.58K ﹤0.01% 270
2024
Q2 		$60.7K Sell
307
-133
-30% -$23.2K ﹤0.01% 295
2024
Q1 		$77.3K Buy
440
+23
+6% +$4.49K ﹤0.01% 284
2023
Q4 		$104K Sell
417
-15
-3% -$3.56K 0.01% 261
2023
Q3 		$108K Hold
432
– – 0.01% 244
2023
Q2 		$113K Hold
432
– – 0.01% 248
2023
Q1 		$89.6K Sell
432
-42
-9% -$7.33K 0.01% 267
2022
Q4 		$58.4K Sell
474
-471
-50% -$89.2K ﹤0.01% 305
2022
Q3 		$251K Hold
945
– – 0.02% 176
2022
Q2 		$212K Sell
945
-48
-5% -$13.1K 0.01% 192
2022
Q1 		$357K Buy
993
+498
+101% +$155K 0.02% 147
2021
Q4 		$174K Buy
495
+36
+8% +$12.1K 0.01% 213
2021
Q3 		$119K Hold
459
– – 0.01% 235
2021
Q2 		$104K Hold
459
– – 0.01% 254
2021
Q1 		$102K Sell
459
-66
-13% -$16.6K 0.01% 266
2020
Q4 		$123K Sell
525
-168
-24% -$28.7K 0.01% 236
2020
Q3 		$99.1K Sell
693
-252
-27% -$29.8K 0.01% 205
2020
Q2 		$68K Buy
945
+780
+473% +$42.2K 0.01% 236
2020
Q1 		$5.76K Sell
165
-720
-81% -$29.8K ﹤0.01% 395
2019
Q4 		$24.7K Hold
885
– – ﹤0.01% 362
2019
Q3 		$14K Hold
885
– – ﹤0.01% 375
2019
Q2 		$13.2K Hold
885
– – ﹤0.01% 373
2019
Q1 		$16.5K Hold
885
– – ﹤0.01% 323
2018
Q4 		$19K Sell
885
-30
-3% -$645 ﹤0.01% 270
2018
Q3 		$16K Buy
+915
New +$19.1K ﹤0.01% 277

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 Wealth Advisors's TSLA Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Tesla (TSLA) stake by 93% in Q1 2026, buying an estimated $145K and bringing the position to 731 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #180.

Heritage Wealth Advisors first reported a position in TSLA in Q3 2018 and has held it in 31 quarters since. The position peaked at $357K in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Heritage Wealth Advisors held 731 shares of Tesla worth $272K as of Q1 2026.
  • Heritage Wealth Advisors bought 353 Tesla shares in Q1 2026, an estimated $145K.
  • Tesla made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #180 holding.
  • Heritage Wealth Advisors first reported a position in Tesla in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Tesla position peaked at $357K in Q1 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.