Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership36,111 shares
Latest Disclosed Value $ 13,424,264
Evercore Wealth Management, LLC reports 0.89% decrease in ownership of TSLA / Tesla, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 36,111 shares of Tesla, Inc. (CH:TSLA) valued at $13,424,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 36,436 shares of Tesla, Inc.. This represents a change in shares of -0.89% 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)
2026-05-15 2026-03-31 13F TESLA COM 88160R101 36,111 -325 -0.89 13,424 -18.07 0.1139
2026-02-17 2025-12-31 13F TESLA COM 88160R101 36,436 6,150 20.31 16,386 21.66 0.2401
2025-11-14 2025-09-30 13F TESLA COM 88160R101 30,286 341 1.14 13,469 41.59 0.1976
2025-08-14 2025-06-30 13F TESLA COM 88160R101 29,945 3,431 12.94 9,512 38.44 0.1479
2025-05-15 2025-03-31 13F TESLA COM 88160R101 26,514 834 3.25 6,871 -33.74 0.1104
2025-02-14 2024-12-31 13F TESLA COM 88160R101 25,680 -10,187 -28.40 10,371 10.52 0.1553
2024-11-14 2024-09-30 13F TESLA COM 88160R101 35,867 -4,450 -11.04 9,384 17.63 0.1407
2024-08-14 2024-06-30 13F TESLA COM 88160R101 40,317 -3,003 -6.93 7,978 4.75 0.1256
2024-05-15 2024-03-31 13F TESLA COM 88160R101 43,320 3,331 8.33 7,615 -23.36 0.1194
2024-02-14 2023-12-31 13F TESLA COM 88160R101 39,989 2,909 7.85 9,936 7.09 0.1666
2023-11-14 2023-09-30 13F TESLA COM 88160R101 37,080 4,253 12.96 9,278 7.97 0.1737
2023-08-04 2023-06-30 13F TESLA COM 88160R101 32,827 2,858 9.54 8,593 38.22 0.1576
2023-05-15 2023-03-31 13F TESLA COM 88160R101 29,969 494 1.68 6,217 71.27 0.1239
2023-02-14 2022-12-31 13F TESLA COM 88160R101 29,475 516 1.78 3,631 -52.75 0.0761
2022-11-14 2022-09-30 13F TESLA COM 88160R101 28,959 19,306 200.00 7,682 18.17 0.1733
2022-08-15 2022-06-30 13F TESLA COM 88160R101 9,653 -76 -0.78 6,501 -37.99 0.1371
2022-05-16 2022-03-31 13F TESLA COM 88160R101 9,729 -8 -0.08 10,484 1.89 0.1854
2022-02-14 2021-12-31 13F TESLA COM 88160R101 9,737 -443 -4.35 10,290 30.35 0.1673
2021-11-15 2021-09-30 13F TESLA COM 88160R101 10,180 -545 -5.08 7,894 8.29 0.1429
2021-08-16 2021-06-30 13F TESLA COM 88160R101 10,725 -36 -0.33 7,290 1.42 0.1334
2021-05-17 2021-03-31 13F TESLA COM 88160R101 10,761 63 0.59 7,188 -4.78 0.1424
2021-02-16 2020-12-31 13F TESLA COM 88160R101 10,698 -2,101 -16.42 7,549 37.50 0.1627
2020-11-16 2020-09-30 13F TESLA COM 88160R101 12,799 10,252 402.51 5,490 99.64 0.1343
2020-08-13 2020-06-30 13F TESLA COM 88160R101 2,547 2 0.08 2,750 106.30 0.0735
2020-05-14 2020-03-31 13F TESLA COM 88160R101 2,545 -405 -13.73 1,333 8.02 0.0439
2020-02-13 2019-12-31 13F TESLA COM 88160R101 2,950 0 0.00 1,234 73.80 0.0332
2019-11-14 2019-09-30 13F TESLA COM 88160R101 2,950 -42 -1.40 710 6.13 0.0208
2019-08-13 2019-06-30 13F TESLA COM 88160R101 2,992 -84 -2.73 669 -22.30 0.0203
2019-05-14 2019-03-31 13F TESLA COM 88160R101 3,076 212 7.40 861 -9.65 0.0277
2019-02-13 2018-12-31 13F TESLA COM 88160R101 2,864 -282 -8.96 953 14.41 0.0360
2018-11-13 2018-09-30 13F TESLA COM 88160R101 3,146 -1,529 -32.71 833 -48.03 0.0266
2018-08-14 2018-06-30 13F TESLA COM 88160R101 4,675 -397 -7.83 1,603 18.74 0.0548
2018-05-14 2018-03-31 13F TESLA COM 88160R101 5,072 -120 -2.31 1,350 -16.46 0.0516
2018-02-13 2017-12-31 13F TESLA COM 88160R101 5,192 -50 -0.95 1,616 -9.62 0.0601
2017-11-13 2017-09-30 13F TESLA COM 88160R101 5,242 -240 -4.38 1,788 -9.79 0.0696
2017-08-11 2017-06-30 13F TESLA COM 88160R101 5,482 -607 -9.97 1,982 17.00 0.0765
2017-05-12 2017-03-31 13F TESLA COM 88160R101 6,089 175 2.96 1,694 34.02 0.0663
2017-02-08 2016-12-31 13F TESLA MTRS COM 88160R101 5,914 4,764 414.26 1,264 440.17 0.0524
2016-11-10 2016-09-30 13F TESLA MTRS COM 88160R101 1,150 -1,325 -53.54 234 -55.43 0.0097
2016-09-20 2016-06-30 13F/A-1 TESLA MTRS COM 88160R101 2,475 875 54.69 525 42.66 0.0232
2016-08-01 2016-06-30 13F TESLA MTRS COM 88160R101 2,475 525
2016-05-02 2016-03-31 13F TESLA MTRS COM 88160R101 1,600 235 17.22 368 12.20 0.0163
2016-02-16 2015-12-31 13F TESLA MTRS COM 88160R101 1,365 -35 -2.50 328 -5.48 0.0152
2015-11-16 2015-09-30 13F TESLA MTRS COM 88160R101 1,400 250 21.74 347 12.66 0.0166
2015-08-06 2015-06-30 13F TESLA MTRS COM 88160R101 1,150 825 253.85 308 404.92 0.0139
2015-05-06 2015-03-31 13F TESLA MTRS COM 88160R101 325 0 0.00 61 -15.28 0.0028
2015-02-13 2014-12-31 13F TESLA MTRS COM 88160R101 325 -1,025 -75.93 72 -78.05 0.0036
2014-11-13 2014-09-30 13F TESLA MTRS COM 88160R101 1,350 0 0.00 328 1.23 0.0164
2014-08-14 2014-06-30 13F TESLA MTRS COM 88160R101 1,350 0 0.00 324 15.30 0.0167
2014-05-15 2014-03-31 13F TESLA MTRS COM 88160R101 1,350 960 246.15 281 376.27 0.0158
2014-02-11 2013-12-31 13F TESLA MTRS COM 88160R101 390 -1,375 -77.90 59 -82.70 0.0032
2013-11-13 2013-09-30 13F TESLA MTRS COM 88160R101 1,765 1,295 275.53 341 582.00 0.0195
2013-08-14 2013-06-30 13F TESLA MTRS COM 88160R101 470 470 50 0.0028
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.