Heritage Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $309K | Buy |
734
+3
| +0.4% | +$1.19K | 0.01% | 185 |
|
|
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
Heritage Wealth Advisors's TSLA Position: Q2 2026 in Review
Heritage Wealth Advisors increased its Tesla (TSLA) stake by 0.41% in Q2 2026, buying an estimated $1.19K and bringing the position to 734 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #185.
Heritage Wealth Advisors first reported a position in TSLA in Q3 2018 and has held it in 32 quarters since. The position peaked at $357K in Q1 2022. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Heritage Wealth Advisors held 734 shares of Tesla worth $309K as of Q2 2026.
- Heritage Wealth Advisors bought 3 Tesla shares in Q2 2026, an estimated $1.19K.
- Tesla made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #185 holding.
- Heritage Wealth Advisors first reported a position in Tesla in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Tesla position peaked at $357K in Q1 2022.
- 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.