Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionDrive Wealth Management, Llc
Latest Disclosed Ownership12,753 shares
Latest Disclosed Value $ 4,740,809
Drive Wealth Management, Llc reports 2.06% decrease in ownership of TSLA / Tesla, Inc.

On April 14, 2026 - Drive Wealth Management, Llc filed a 13F-HR form disclosing ownership of 12,753 shares of Tesla, Inc. (CH:TSLA) valued at $4,740,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 13,021 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)
2026-04-14 2026-03-31 13F TESLA COM 88160R101 12,753 -268 -2.06 4,741 -19.04 0.7095
2026-02-04 2025-12-31 13F TESLA COM 88160R101 13,021 642 5.19 5,856 6.36 1.1429
2025-10-31 2025-09-30 13F TESLA COM 88160R101 12,379 184 1.51 5,505 42.14 1.1670
2025-07-30 2025-06-30 13F TESLA COM 88160R101 12,195 -1,677 -12.09 3,874 7.76 0.8490
2025-05-07 2025-03-31 13F TESLA COM 88160R101 13,872 4,641 50.28 3,595 -3.57 0.8445
2025-01-22 2024-12-31 13F TESLA COM 88160R101 9,231 842 10.04 3,728 69.87 0.9137
2024-11-07 2024-09-30 13F/A-1 TESLA COM 88160R101 8,389 970 13.07 2,195 49.46 0.5714
2024-11-07 2024-09-30 13F TESLA COM 88160R101 8,389 970 2,195 0.3964
2024-08-01 2024-06-30 13F TESLA COM 88160R101 7,419 1,193 19.16 1,468 34.19 0.3960
2024-04-22 2024-03-31 13F TESLA COM 88160R101 6,226 -904 -12.68 1,094 -38.23 0.3066
2024-01-22 2023-12-31 13F TESLA COM 88160R101 7,130 306 4.48 1,772 3.75 0.5715
2023-10-11 2023-09-30 13F TESLA COM 88160R101 6,824 401 6.24 1,707 1.55 0.6234
2023-07-14 2023-06-30 13F TESLA COM 88160R101 6,423 596 10.23 1,681 39.16 0.6234
2023-04-13 2023-03-31 13F TESLA COM 88160R101 5,827 3,839 193.11 1,209 395.08 0.5061
2023-01-27 2022-12-31 13F TESLA COM 88160R101 1,988 -550 -21.67 245 -63.74 0.1224
2022-11-15 2022-09-30 13F TESLA COM 88160R101 2,538 1,985 358.95 673 80.91 0.6397
2022-11-15 2022-06-30 13F TESLA COM 88160R101 553 66 13.55 372 -29.14 0.3397
2022-11-15 2022-03-31 13F TESLA COM 88160R101 487 70 16.79 525 19.05 0.4426
2022-11-15 2021-12-31 13F TESLA COM 88160R101 417 417 441 0.3877
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.