Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership12,019 shares
Latest Disclosed Value $ 4,644,230
Cornerstone Wealth Group, LLC reports 2.06% increase in ownership of TSLA / Tesla, Inc.

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 12,019 shares of Tesla, Inc. (CH:TSLA) valued at $4,644,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,776 shares of Tesla, Inc.. This represents a change in shares of 2.06% 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)
2026-04-22 2026-03-31 13F TESLA COM 88160R101 12,019 243 2.06 4,644 -12.29 0.2969
2026-01-26 2025-12-31 13F TESLA COM 88160R101 11,776 960 8.88 5,296 10.08 0.3620
2025-10-30 2025-09-30 13F TESLA COM 88160R101 10,816 323 3.08 4,810 44.31 0.3248
2025-07-28 2025-06-30 13F TESLA COM 88160R101 10,493 1,526 17.02 3,333 43.48 0.2500
2025-04-23 2025-03-31 13F TESLA COM 88160R101 8,967 766 9.34 2,324 -29.84 0.1923
2025-01-22 2024-12-31 13F TESLA COM 88160R101 8,201 -251 -2.97 3,312 49.75 0.2703
2024-10-25 2024-09-30 13F TESLA COM 88160R101 8,452 -43 -0.51 2,211 31.61 0.1829
2024-07-24 2024-06-30 13F TESLA COM 88160R101 8,495 1,257 17.37 1,681 32.08 0.1495
2024-04-17 2024-03-31 13F TESLA COM 88160R101 7,238 1,318 22.26 1,272 -13.47 0.1170
2024-02-13 2023-12-31 13F/A-1 TESLA COM 88160R101 5,920 542 10.08 1,471 9.29 0.2107
2024-01-29 2023-12-31 13F TESLA COM 88160R101 5,920 542 1,471 0.2107
2023-10-18 2023-09-30 13F TESLA COM 88160R101 5,378 274 5.37 1,346 0.75 0.2387
2023-08-02 2023-06-30 13F TESLA COM 88160R101 5,104 403 8.57 1,336 36.92 0.2422
2023-04-25 2023-03-31 13F TESLA COM 88160R101 4,701 1,956 71.26 975 188.46 0.1734
2023-01-25 2022-12-31 13F TESLA COM 88160R101 2,745 -1,974 -41.83 338 -73.00 0.0639
2022-10-19 2022-09-30 13F TESLA COM 88160R101 4,719 3,369 249.56 1,252 37.73 0.2764
2022-07-20 2022-06-30 13F TESLA COM 88160R101 1,350 -168 -11.07 909 -44.40 0.1902
2022-04-25 2022-03-31 13F TESLA COM 88160R101 1,518 -506 -25.00 1,635 -23.56 0.3001
2022-01-25 2021-12-31 13F TESLA COM 88160R101 2,024 -199 -8.95 2,139 24.07 0.3661
2021-10-29 2021-09-30 13F TESLA COM 88160R101 2,223 -34 -1.51 1,724 18.16 0.3046
2021-07-21 2021-06-30 13F TESLA COM 88160R101 2,257 538 31.30 1,459 14.07 0.2977
2021-04-26 2021-03-31 13F TESLA COM 88160R101 1,719 -233 -11.94 1,279 -7.12 0.2598
2021-01-28 2020-12-31 13F TESLA COM 88160R101 1,952 12 0.62 1,377 65.50 0.3384
2020-10-27 2020-09-30 13F TESLA COM 88160R101 1,940 1,570 424.32 832 108.00 0.2274
2020-07-27 2020-06-30 13F TESLA COM 88160R101 370 370 400 0.1004
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.