Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership47,329 shares
Latest Disclosed Value $ 17,595,080
Great Valley Advisor Group, Inc. reports 27.67% increase in ownership of TSLA / Tesla, Inc.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 47,329 shares of Tesla, Inc. (CH:TSLA) valued at $17,595,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 37,072 shares of Tesla, Inc.. This represents a change in shares of 27.67% 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)
2026-05-11 2026-03-31 13F TESLA COM 88160R101 47,329 10,257 27.67 17,595 5.54 0.3197
2026-02-12 2025-12-31 13F TESLA COM 88160R101 37,072 -1,842 -4.73 16,672 -3.66 0.3203
2025-11-14 2025-09-30 13F TESLA COM 88160R101 38,914 1,025 2.71 17,306 43.79 0.3470
2025-08-14 2025-06-30 13F TESLA COM 88160R101 37,889 -1,026 -2.64 12,036 19.35 0.2666
2025-05-08 2025-03-31 13F TESLA COM 88160R101 38,915 2,710 7.49 10,085 -31.03 0.2171
2025-02-24 2024-12-31 13F TESLA COM 88160R101 36,205 -3,200 -8.12 14,621 41.83 0.3274
2024-11-12 2024-09-30 13F TESLA COM 88160R101 39,405 -2,170 -5.22 10,309 25.32 0.2534
2024-07-16 2024-06-30 13F TESLA COM 88160R101 41,575 3,064 7.96 8,227 21.52 0.2302
2024-05-06 2024-03-31 13F TESLA COM 88160R101 38,511 -5,475 -12.45 6,770 -38.06 0.2056
2024-02-06 2023-12-31 13F TESLA COM 88160R101 43,986 6,563 17.54 10,929 16.71 0.3835
2023-11-07 2023-09-30 13F TESLA COM 88160R101 37,423 -877 -2.29 9,364 -6.59 0.3882
2023-08-10 2023-06-30 13F TESLA COM 88160R101 38,300 5,767 17.73 10,025 48.54 0.4202
2023-05-03 2023-03-31 13F TESLA COM 88160R101 32,533 3,287 11.24 6,749 87.37 0.3147
2023-02-01 2022-12-31 13F TESLA COM 88160R101 29,246 2,044 7.51 3,603 -50.08 0.1841
2022-10-21 2022-09-30 13F TESLA COM 88160R101 27,202 17,750 187.79 7,216 13.37 0.4041
2022-07-19 2022-06-30 13F TESLA COM 88160R101 9,452 2,937 45.08 6,365 -8.95 0.3498
2022-04-20 2022-03-31 13F TESLA COM 88160R101 6,515 543 9.09 6,991 18.43 0.4076
2022-02-10 2021-12-31 13F TESLA COM 88160R101 5,972 681 12.87 5,903 43.87 0.3648
2021-10-14 2021-09-30 13F TESLA COM 88160R101 5,291 143 2.78 4,103 17.83 0.2828
2021-07-27 2021-06-30 13F TESLA COM 88160R101 5,148 625 13.82 3,482 15.26 0.2575
2021-04-20 2021-03-31 13F TESLA COM 88160R101 4,523 -1,624 -26.42 3,021 -30.36 0.2907
2021-01-29 2020-12-31 13F TESLA COM 88160R101 6,147 220 3.71 4,338 70.59 0.4488
2020-10-21 2020-09-30 13F TESLA COM 88160R101 5,927 5,266 796.67 2,543 256.16 0.3121
2020-07-31 2020-06-30 13F TESLA COM 88160R101 661 661 714 0.1169
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.