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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s TSLA Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Tesla (TSLA) position steady in Q1 2026 at 1,043 shares worth $388K. The position accounts for 0.19% of the portfolio, ranked #110.

Heritage Wealth Management (Ohio) first reported a position in TSLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $545K in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Heritage Wealth Management (Ohio) held 1,043 shares of Tesla worth $388K as of Q1 2026.
Heritage Wealth Management (Ohio) left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.19% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #110 holding.
Heritage Wealth Management (Ohio) first reported a position in Tesla in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Tesla position peaked at $545K in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.