Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership15,349 shares
Latest Disclosed Value $ 5,706,125
HCR Wealth Advisors reports 0.60% decrease in ownership of TSLA / Tesla, Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 15,349 shares of Tesla, Inc. (CH:TSLA) valued at $5,706,125 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 15,442 shares of Tesla, Inc.. This represents a change in shares of -0.60% 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)
2026-04-21 2026-03-31 13F Tesla Motors Common Stock 88160R101 15,349 -93 -0.60 5,706 -17.83 0.5917
2026-01-27 2025-12-31 13F Tesla Motors Common Stock 88160R101 15,442 989 6.84 6,945 10.20 0.6878
2025-10-03 2025-09-30 13F Tesla Motors Common Stock 88160R101 14,453 -309 -2.09 6,302 34.38 0.6526
2025-07-17 2025-06-30 13F Tesla Motors Common Stock 88160R101 14,762 -295 -1.96 4,689 20.17 0.5519
2025-04-21 2025-03-31 13F Tesla Motors Common Stock 88160R101 15,057 798 5.60 3,902 -32.23 0.5080
2025-01-14 2024-12-31 13F Tesla Motors Common Stock 88160R101 14,259 -93 -0.65 5,759 53.34 0.7215
2024-10-10 2024-09-30 13F Tesla Motors Common Stock 88160R101 14,352 -1,064 -6.90 3,755 23.11 0.4914
2024-08-07 2024-06-30 13F Tesla Motors Common Stock 88160R101 15,416 580 3.91 3,051 16.95 0.4360
2024-05-10 2024-03-31 13F Tesla Motors Common Stock 88160R101 14,836 -899 -5.71 2,608 -33.28 0.3955
2024-02-09 2023-12-31 13F Tesla Motors Common Stock 88160R101 15,735 6,205 65.11 3,910 63.97 0.6176
2023-10-20 2023-09-30 13F TESLA COM 88160R101 9,530 591 6.61 2,385 1.92 0.5228
2023-08-10 2023-06-30 13F TESLA COM 88160R101 8,939 -4,282 -32.39 2,340 -14.70 0.4334
2023-05-12 2023-03-31 13F TESLA COM 88160R101 13,221 254 1.96 2,743 71.70 0.5429
2023-02-13 2022-12-31 13F TESLA COM 88160R101 12,967 -67 -0.51 1,597 -53.80 0.3352
2022-11-07 2022-09-30 13F TESLA COM 88160R101 13,034 8,465 185.27 3,457 12.35 0.7346
2022-08-12 2022-06-30 13F TESLA COM 88160R101 4,569 395 9.46 3,077 -31.59 0.6176
2022-05-05 2022-03-31 13F TESLA COM 88160R101 4,174 6 0.14 4,498 2.11 0.7352
2022-02-04 2021-12-31 13F TESLA COM 88160R101 4,168 -139 -3.23 4,405 31.89 0.6828
2021-11-02 2021-09-30 13F TESLA COM 88160R101 4,307 -166 -3.71 3,340 9.87 0.5574
2021-07-21 2021-06-30 13F TESLA COM 88160R101 4,473 -494 -9.95 3,040 -8.38 0.5277
2021-05-13 2021-03-31 13F TESLA COM 88160R101 4,967 140 2.90 3,318 -2.58 0.6560
2021-02-04 2020-12-31 13F TESLA COM 88160R101 4,827 -175 -3.50 3,406 58.79 0.7128
2020-11-05 2020-09-30 13F TESLA COM 88160R101 5,002 3,989 393.78 2,145 89.66 0.4904
2020-07-30 2020-06-30 13F TESLA COM 88160R101 1,013 -45 -4.25 1,131 104.15 0.2654
2020-05-08 2020-03-31 13F TESLA COM 88160R101 1,058 -70 -6.21 554 17.37 0.1585
2020-02-07 2019-12-31 13F TESLA COM 88160R101 1,128 -160 -12.42 472 48.90 0.1145
2019-11-07 2019-09-30 13F TESLA COM 88160R101 1,288 -74 -5.43 317 4.28 0.1052
2019-07-25 2019-06-30 13F TESLA COM 88160R101 1,362 -315 -18.78 304 -14.85 0.0864
2019-05-10 2019-03-31 13F TESLA COM 88160R101 1,677 394 30.71 357 -16.39 0.1026
2019-01-31 2018-12-31 13F TESLA COM 88160R101 1,283 6 0.47 427 14.48 0.1379
2018-11-08 2018-09-30 13F TESLA COM 88160R101 1,277 -17 -1.31 373 -15.99 0.1215
2018-08-14 2018-06-30 13F TESLA COM 88160R101 1,294 -117 -8.29 444 18.09 0.1457
2018-05-15 2018-03-31 13F TESLA COM 88160R101 1,411 -47 -3.22 376 -17.18 0.1304
2018-02-13 2017-12-31 13F TESLA COM 88160R101 1,458 45 3.18 454 -5.81 0.1586
2017-11-13 2017-09-30 13F TESLA COM 88160R101 1,413 246 21.08 482 14.22 0.2029
2017-08-16 2017-06-30 13F/A-1 TESLA COM 88160R101 1,167 17 1.48 422 31.88 0.2084
2017-05-11 2017-03-31 13F TESLA COM 88160R101 1,150 -65 -5.35 320 23.08 0.1639
2017-02-14 2016-12-31 13F TESLA MTRS COM 88160R101 1,215 1,215 260 0.1373
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.