Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership2,712 shares
Latest Disclosed Value $ 1,008,200
Clearwater Capital Advisors, LLC reports 2.19% increase in ownership of TSLA / Tesla, Inc.

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 2,712 shares of Tesla, Inc. (CH:TSLA) valued at $1,008,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,654 shares of Tesla, Inc.. This represents a change in shares of 2.19% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F TESLA COM 88160R101 2,712 58 2.19 1,008 -15.51 0.0814
2026-02-09 2025-12-31 13F TESLA COM 88160R101 2,654 -292 -9.91 1,194 -8.93 0.0995
2025-11-14 2025-09-30 13F TESLA COM 88160R101 2,946 -273 -8.48 1,310 28.18 0.1116
2025-08-12 2025-06-30 13F TESLA COM 88160R101 3,219 290 9.90 1,023 34.65 0.0934
2025-05-08 2025-03-31 13F TESLA COM 88160R101 2,929 -1,010 -25.64 759 -52.26 0.0734
2025-02-10 2024-12-31 13F TESLA COM 88160R101 3,939 -33 -0.83 1,591 53.03 0.1556
2024-11-12 2024-09-30 13F TESLA COM 88160R101 3,972 452 12.84 1,039 49.28 0.1012
2024-08-06 2024-06-30 13F TESLA COM 88160R101 3,520 264 8.11 697 21.68 0.0738
2024-05-09 2024-03-31 13F TESLA COM 88160R101 3,256 253 8.42 572 -23.32 0.0610
2024-02-07 2023-12-31 13F TESLA COM 88160R101 3,003 -35 -1.15 746 -1.84 0.0836
2023-10-24 2023-09-30 13F TESLA COM 88160R101 3,038 502 19.79 760 14.63 0.0931
2023-08-08 2023-06-30 13F TESLA COM 88160R101 2,536 22 0.88 664 27.26 0.0791
2023-05-10 2023-03-31 13F TESLA COM 88160R101 2,514 523 26.27 522 112.65 0.0637
2023-01-27 2022-12-31 13F TESLA COM 88160R101 1,991 850 74.50 245 -19.14 0.0320
2022-11-01 2022-09-30 13F TESLA COM 88160R101 1,141 760 199.48 303 17.90 0.0418
2022-07-21 2022-06-30 13F TESLA COM 88160R101 381 9 2.42 257 -35.91 0.0351
2022-05-03 2022-03-31 13F TESLA COM 88160R101 372 41 12.39 401 14.57 0.0460
2022-01-26 2021-12-31 13F TESLA COM 88160R101 331 -7 -2.07 350 33.59 0.0386
2021-11-03 2021-09-30 13F TESLA COM 88160R101 338 33 10.82 262 26.57 0.0304
2021-08-04 2021-06-30 13F TESLA COM 88160R101 305 305 207 0.0241
2018-08-15 2018-06-30 13F TESLA COM 88160R101 0 -10 -100.00 0 -100.00
2018-05-11 2018-03-31 13F TESLA COM 88160R101 10 10 3 0.0006
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.