Heritage Wealth Partners’s Tesla TSLA Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$233K	Sell	898 -1,440	-62%	-$480K	0.35%	56
2024 Q4	$944K	Sell	2,338 -253	-10%	-$81.4K	1.18%	21
2024 Q3	$678K	Buy	+2,591	New	+$591K	0.8%	32
2024 Q2	–	Sell	-1,765	Closed	-$439K	–	62
2024 Q1	$439K	Hold	1,765	–	–	0.9%	25
2023 Q4	$439K	Buy	1,765 +81	+5%	+$19.3K	0.9%	25
2023 Q3	$421K	Buy	1,684 +367	+28%	+$94.3K	0.9%	24
2023 Q2	$345K	Buy	+1,317	New	+$263K	0.2%	54
2023 Q1	–	Sell	-1,112	Closed	-$212K	–	53
2022 Q4	$212K	Buy	+1,112	New	+$211K	0.19%	44

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Partners's TSLA Position: Q1 2025 in Review

Heritage Wealth Partners reduced its Tesla (TSLA) stake by 62% in Q1 2025, selling an estimated $480K and leaving 898 shares worth $233K. The position accounts for 0.35% of the portfolio, ranked #56.

Heritage Wealth Partners first reported a position in TSLA in Q4 2022 and has held it in 8 quarters since. The position peaked at $944K in Q4 2024. 3,571 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Heritage Wealth Partners held 898 shares of Tesla worth $233K as of Q1 2025.
Heritage Wealth Partners sold 1,440 Tesla shares in Q1 2025, an estimated $480K.
Tesla made up 0.35% of Heritage Wealth Partners's portfolio in Q1 2025, its #56 holding.
Heritage Wealth Partners first reported a position in Tesla in Q4 2022 and has held it in 8 quarters since.
Heritage Wealth Partners's Tesla position peaked at $944K in Q4 2024.
3,571 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.