Heritage Wealth Management (California)’s Tesla TSLA Stock Holding History

Heritage Wealth Management (California)’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	$554K	Buy	1,318 +297	+29%	+$118K	0.21%	60
2026 Q1	$380K	Buy	1,021 +15	+1%	+$6.18K	0.21%	64
2025 Q4	$452K	Sell	1,006 -80	-7%	-$35.5K	0.29%	59
2025 Q3	$483K	Sell	1,086 -23	-2%	-$7.98K	0.32%	57
2025 Q2	$352K	Buy	1,109 +295	+36%	+$88.9K	0.24%	63
2025 Q1	$211K	Buy	814 +189	+30%	+$63K	0.16%	80
2024 Q4	$252K	Sell	625 -261	-29%	-$84K	0.18%	73
2024 Q3	$232K	Buy	+886	New	+$202K	0.16%	84

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Heritage Wealth Management (California)'s TSLA Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Tesla (TSLA) stake by 29% in Q2 2026, buying an estimated $118K and bringing the position to 1,318 shares worth $554K. The position accounts for 0.21% of the portfolio, ranked #60.

Heritage Wealth Management (California) first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Heritage Wealth Management (California) held 1,318 shares of Tesla worth $554K as of Q2 2026.
Heritage Wealth Management (California) bought 297 Tesla shares in Q2 2026, an estimated $118K.
Tesla made up 0.21% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #60 holding.
Heritage Wealth Management (California) first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.