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

Heritage Wealth Management (Ohio)’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 		$448K Buy
1,064
+21
+2% +$8.35K 0.11% 176
2026
Q1 		$388K Hold
1,043
– – 0.19% 110
2025
Q4 		$469K Buy
1,043
+10
+1% +$4.43K 0.13% 161
2025
Q3 		$459K Hold
1,033
– – 0.13% 150
2025
Q2 		$328K Buy
1,033
+7
+0.7% +$2.11K 0.11% 180
2025
Q1 		$266K Sell
1,026
-324
-24% -$108K 0.09% 196
2024
Q4 		$545K Hold
1,350
– – 0.18% 126
2024
Q3 		$353K Sell
1,350
-10
-0.7% -$2.28K 0.12% 164
2024
Q2 		$342K Buy
+1,360
New +$238K 0.11% 169

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

Heritage Wealth Management (Ohio) increased its Tesla (TSLA) stake by 2% in Q2 2026, buying an estimated $8.35K and bringing the position to 1,064 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #176.

Heritage Wealth Management (Ohio) first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $545K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 1,064 shares of Tesla worth $448K as of Q2 2026.
  • Heritage Wealth Management (Ohio) bought 21 Tesla shares in Q2 2026, an estimated $8.35K.
  • Tesla made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #176 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
  • Heritage Wealth Management (Ohio)'s Tesla position peaked at $545K in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.