Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership1,965 shares
Latest Disclosed Value $ 730,489
Abacus Planning Group, Inc. reports 4.15% decrease in ownership of TSLA / Tesla, Inc.

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 1,965 shares of Tesla, Inc. (CH:TSLA) valued at $730,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,050 shares of Tesla, Inc.. This represents a change in shares of -4.15% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-07 2026-03-31 13F TESLA COM 88160R101 1,965 -85 -4.15 730 -20.74 0.0983
2026-01-16 2025-12-31 13F TESLA COM 88160R101 2,050 225 12.33 922 13.56 0.1227
2025-10-22 2025-09-30 13F TESLA COM 88160R101 1,825 72 4.11 812 45.86 0.1120
2025-07-21 2025-06-30 13F/A-1 TESLA COM 88160R101 1,753 -234 -11.78 557 8.17 0.0828
2025-07-14 2025-06-30 13F TESLA COM 88160R101 1,133 -854 360 0.1216
2025-04-14 2025-03-31 13F TESLA COM 88160R101 1,987 259 14.99 515 -26.26 0.0902
2025-02-03 2024-12-31 13F TESLA COM 88160R101 1,728 5 0.29 698 54.89 0.1227
2024-10-02 2024-09-30 13F TESLA COM 88160R101 1,723 434 33.67 451 76.47 0.0806
2024-07-31 2024-06-30 13F TESLA COM 88160R101 1,289 1,289 255 0.0495
2024-04-12 2024-03-31 13F TESLA COM 88160R101 0 -1,272 -100.00 0 -100.00
2024-01-19 2023-12-31 13F TESLA COM 88160R101 1,272 10 0.79 316 0.32 0.0666
2023-10-11 2023-09-30 13F TESLA COM 88160R101 1,262 -3 -0.24 316 -4.83 0.0768
2023-07-07 2023-06-30 13F TESLA COM 88160R101 1,265 -268 -17.48 331 4.09 0.0801
2023-04-18 2023-03-31 13F TESLA COM 88160R101 1,533 1,533 318 0.0819
2023-01-19 2022-12-31 13F TESLA COM 88160R101 0 -1,439 -100.00 0 -100.00
2022-10-19 2022-09-30 13F TESLA COM 88160R101 1,439 975 210.13 382 22.44 0.1153
2022-07-18 2022-06-30 13F TESLA COM 88160R101 464 93 25.07 312 -22.00 0.0919
2022-04-13 2022-03-31 13F TESLA COM 88160R101 371 -63 -14.52 400 -12.85 0.1077
2022-01-18 2021-12-31 13F TESLA COM 88160R101 434 63 16.98 459 59.38 0.1226
2021-10-19 2021-09-30 13F TESLA COM 88160R101 371 7 1.92 288 16.60 0.0917
2021-07-20 2021-06-30 13F TESLA COM 88160R101 364 -6 -1.62 247 0.00 0.0754
2021-04-27 2021-03-31 13F TESLA COM 88160R101 370 20 5.71 247 0.00 0.0790
2021-02-01 2020-12-31 13F TESLA COM 88160R101 350 350 247 0.0763
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.