Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionCabot Wealth Management Inc
Latest Disclosed Ownership8,057 shares
Latest Disclosed Value $ 2,995,190
Cabot Wealth Management Inc reports 2.87% decrease in ownership of TSLA / Tesla, Inc.

On April 24, 2026 - Cabot Wealth Management Inc filed a 13F-HR form disclosing ownership of 8,057 shares of Tesla, Inc. (CH:TSLA) valued at $2,995,190 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,295 shares of Tesla, Inc.. This represents a change in shares of -2.87% 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)
2026-04-24 2026-03-31 13F TESLA COM 88160R101 8,057 -238 -2.87 2,995 -19.71 0.3445
2026-02-03 2025-12-31 13F TESLA COM 88160R101 8,295 -45 -0.54 3,730 0.59 0.4124
2025-10-31 2025-09-30 13F TESLA COM 88160R101 8,340 -1 -0.01 3,709 39.98 0.4113
2025-07-31 2025-06-30 13F TESLA COM 88160R101 8,341 39 0.47 2,650 23.15 0.3151
2025-04-22 2025-03-31 13F TESLA COM 88160R101 8,302 -138 -1.64 2,152 -36.88 0.2741
2025-02-04 2024-12-31 13F TESLA COM 88160R101 8,440 4 0.05 3,408 54.42 0.4328
2024-10-15 2024-09-30 13F TESLA COM 88160R101 8,436 118 1.42 2,207 34.16 0.2759
2024-07-12 2024-06-30 13F TESLA COM 88160R101 8,318 3 0.04 1,646 12.59 0.2157
2024-05-03 2024-03-31 13F TESLA COM 88160R101 8,315 -4,574 -35.49 1,462 -54.37 0.1911
2024-02-12 2023-12-31 13F TESLA COM 88160R101 12,889 -4,445 -25.64 3,203 79,950.00 0.4453
2023-10-26 2023-09-30 13F TESLA COM 88160R101 17,334 -6,398 -26.96 4 -33.33 0.6646
2023-07-13 2023-06-30 13F TESLA COM 88160R101 23,732 -1,572 -6.21 6 20.00 0.9278
2023-04-20 2023-03-31 13F TESLA COM 88160R101 25,304 -1,016 -3.86 5 66.67 0.8288
2023-01-31 2022-12-31 13F TESLA COM 88160R101 26,320 1,272 5.08 3 -99.95 0.5470
2022-10-19 2022-09-30 13F TESLA COM 88160R101 25,048 16,573 195.55 6,644 16.42 1.1236
2022-08-01 2022-06-30 13F TESLA COM 88160R101 8,475 40 0.47 5,707 -37.22 0.9053
2022-04-14 2022-03-31 13F TESLA COM 88160R101 8,435 -381 -4.32 9,090 -2.44 1.2237
2022-01-26 2021-12-31 13F TESLA COM 88160R101 8,816 -1,943 -18.06 9,317 11.67 1.1810
2021-10-21 2021-09-30 13F TESLA COM 88160R101 10,759 -52 -0.48 8,343 13.54 1.1200
2021-07-26 2021-06-30 13F TESLA COM 88160R101 10,811 -225 -2.04 7,348 -0.31 0.9815
2021-04-20 2021-03-31 13F TESLA COM 88160R101 11,036 -174 -1.55 7,371 -6.83 1.0401
2021-02-02 2020-12-31 13F TESLA COM 88160R101 11,210 -4,716 -29.61 7,911 15.79 1.2154
2020-11-05 2020-09-30 13F TESLA COM 88160R101 15,926 11,591 267.38 6,832 45.98 1.2423
2020-08-10 2020-06-30 13F TESLA COM 88160R101 4,335 -232 -5.08 4,680 95.57 0.9334
2020-04-23 2020-03-31 13F Tesla COM 88160R101 4,567 -29 -0.63 2,393 24.44 0.5716
2020-02-12 2019-12-31 13F Tesla COM 88160R101 4,596 -33 -0.71 1,923 72.47 0.3714
2019-10-31 2019-09-30 13F Tesla COM 88160R101 4,629 -25 -0.54 1,115 7.21 0.2356
2019-08-06 2019-06-30 13F Tesla COM 88160R101 4,654 -5,955 -56.13 1,040 -64.97 0.2194
2019-05-13 2019-03-31 13F Tesla COM 88160R101 10,609 -44 -0.41 2,969 -16.25 0.6526
2019-02-12 2018-12-31 13F Tesla COM 88160R101 10,653 -121 -1.12 3,545 24.26 0.8655
2018-10-30 2018-09-30 13F Tesla COM 88160R101 10,774 -125 -1.15 2,853 -23.68 0.6119
2018-08-09 2018-06-30 13F Tesla COM 88160R101 10,899 0 0.00 3,738 28.85 0.8330
2018-05-11 2018-03-31 13F Tesla COM 88160R101 10,899 -108 -0.98 2,901 -15.35 0.6485
2018-02-12 2017-12-31 13F Tesla COM 88160R101 11,007 -233 -2.07 3,427 -10.62 0.7410
2017-11-06 2017-09-30 13F Tesla COM 88160R101 11,240 -240 -2.09 3,834 -7.64 0.8604
2017-08-01 2017-06-30 13F Tesla COM 88160R101 11,480 -3,936 -25.53 4,151 -3.24 0.9650
2017-05-09 2017-03-31 13F Tesla COM 88160R101 15,416 7,641 98.28 4,290 158.28 1.0555
2017-02-07 2016-12-31 13F Tesla Mtrs COM 88160R101 7,775 -789 -9.21 1,661 -4.92 0.4495
2016-11-08 2016-09-30 13F Tesla Mtrs COM 88160R101 8,564 -68 -0.79 1,747 -4.64 0.4491
2016-07-11 2016-06-30 13F Tesla Mtrs COM 88160R101 8,632 -80 -0.92 1,832 -8.49 0.4824
2016-05-09 2016-03-31 13F Tesla Mtrs COM 88160R101 8,712 -9,491 -52.14 2,002 -54.18 0.5571
2016-01-13 2015-12-31 13F Tesla Mtrs COM 88160R101 18,203 235 1.31 4,369 -2.11 1.1163
2015-11-03 2015-09-30 13F Tesla Mtrs COM 88160R101 17,968 -309 -1.69 4,463 -8.97 1.2324
2015-08-07 2015-06-30 13F Tesla Mtrs COM 88160R101 18,277 -47 -0.26 4,903 41.75 1.1916
2015-05-07 2015-03-31 13F Tesla Mtrs COM 88160R101 18,324 1,017 5.88 3,459 -10.13 0.8412
2015-02-13 2014-12-31 13F Tesla Mtrs COM 88160R101 17,307 -381 -2.15 3,849 -10.34 0.9498
2014-10-17 2014-09-30 13F Tesla Mtrs COM 88160R101 17,688 -308 -1.71 4,293 -0.62 1.0985
2014-07-28 2014-06-30 13F Tesla Mtrs COM 88160R101 17,996 6,175 52.24 4,320 75.32 1.0851
2014-04-14 2014-03-31 13F Tesla Mtrs COM 88160R101 11,821 -30 -0.25 2,464 38.19 0.6479
2014-02-11 2013-12-31 13F Tesla Mtrs COM 88160R101 11,851 -24 -0.20 1,783 -22.34 0.4664
2013-10-23 2013-09-30 13F Tesla Mtrs COM 88160R101 11,875 -169 -1.40 2,296 77.57 0.6879
2013-07-16 2013-06-30 13F Tesla Mtrs COM 88160R101 12,044 12,044 1,293 0.4449
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.