Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership5,334 shares
Latest Disclosed Value $ 1,982,915
Atticus Wealth Management, Llc reports 0.13% increase in ownership of TSLA / Tesla, Inc.

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 5,334 shares of Tesla, Inc. (CH:TSLA) valued at $1,982,915 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,327 shares of Tesla, Inc.. This represents a change in shares of 0.13% 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)
2026-04-28 2026-03-31 13F TESLA COM 88160R101 5,334 7 0.13 1,983 -17.24 0.5375
2026-02-09 2025-12-31 13F TESLA COM 88160R101 5,327 0 0.00 2,396 1.10 0.5917
2025-11-07 2025-09-30 13F TESLA COM 88160R101 5,327 3,168 146.73 2,369 245.84 0.5979
2025-07-10 2025-06-30 13F TESLA COM 88160R101 2,159 431 24.94 686 53.24 0.1852
2025-04-22 2025-03-31 13F TESLA COM 88160R101 1,728 -161 -8.52 448 -41.34 0.1462
2025-01-22 2024-12-31 13F TESLA COM 88160R101 1,889 0 0.00 763 54.25 0.2372
2024-10-15 2024-09-30 13F TESLA COM 88160R101 1,889 -6 -0.32 494 32.09 0.1587
2024-07-17 2024-06-30 13F TESLA COM 88160R101 1,895 -498 -20.81 375 -10.95 0.1225
2024-04-17 2024-03-31 13F TESLA COM 88160R101 2,393 -330 -12.12 421 -37.87 0.1376
2024-01-17 2023-12-31 13F TESLA COM 88160R101 2,723 -81 -2.89 677 -3.57 0.2387
2023-11-16 2023-09-30 13F/A-1 TESLA COM 88160R101 2,804 90 3.32 702 -1.27 0.2689
2023-10-16 2023-09-30 13F TESLA COM 88160R101 2,714 0 710 0.2618
2023-07-21 2023-06-30 13F TESLA COM 88160R101 2,714 475 21.21 710 53.02 0.2618
2023-04-17 2023-03-31 13F TESLA COM 88160R101 2,239 -3,732 -62.50 465 -36.87 0.1774
2023-01-31 2022-12-31 13F TESLA COM 88160R101 5,971 4,265 250.00 736 -36.03 0.3023
2022-10-18 2022-09-30 13F TESLA COM 88160R101 1,706 0 0.00 1,149 0.00 0.5555
2022-07-13 2022-06-30 13F TESLA COM 88160R101 1,706 132 8.39 1,149 -32.25 0.4772
2022-04-15 2022-03-31 13F TESLA COM 88160R101 1,574 1,091 225.88 1,696 232.55 0.6192
2022-01-26 2021-12-31 13F TESLA COM 88160R101 483 -103 -17.58 510 12.33 0.1990
2021-11-09 2021-09-30 13F/A-1 TESLA COM 88160R101 586 -87 -12.93 454 -0.66 0.1993
2021-10-18 2021-09-30 13F TESLA COM 88160R101 586 -87 454 0.1303
2021-07-21 2021-06-30 13F TESLA COM 88160R101 673 -8 -1.17 457 0.44 0.1989
2021-04-15 2021-03-31 13F TESLA COM 88160R101 681 -145 -17.55 455 -21.96 0.2167
2021-01-20 2020-12-31 13F TESLA COM 88160R101 826 77 10.28 583 81.62 0.2935
2020-10-21 2020-09-30 13F TESLA COM 88160R101 749 613 450.74 321 118.37 0.1914
2020-07-15 2020-06-30 13F TESLA COM 88160R101 136 -208 -60.47 147 -18.33 0.0970
2020-04-23 2020-03-31 13F TESLA COM 88160R101 344 309 882.86 180 1,100.00 0.1451
2020-02-03 2019-12-31 13F TESLA COM 88160R101 35 35 15 0.0096
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.