Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionMA Private Wealth
Latest Disclosed Ownership2,472 shares
Latest Disclosed Value $ 918,966
MA Private Wealth reports 163.82% increase in ownership of TSLA / Tesla, Inc.

On May 7, 2026 - MA Private Wealth filed a 13F-HR form disclosing ownership of 2,472 shares of Tesla, Inc. (CH:TSLA) valued at $918,966 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 937 shares of Tesla, Inc.. This represents a change in shares of 163.82% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F TESLA COM 88160R101 2,472 1,535 163.82 919 118.05 0.1554
2026-02-03 2025-12-31 13F TESLA COM 88160R101 937 -562 -37.49 421 -36.79 0.0703
2025-11-06 2025-09-30 13F TESLA COM 88160R101 1,499 0 0.00 667 39.92 0.1121
2025-07-24 2025-06-30 13F TESLA COM 88160R101 1,499 1,499 476 0.0852
2025-05-01 2025-03-31 13F TESLA COM 88160R101 0 -862 -100.00 0 -100.00
2025-01-24 2024-12-31 13F TESLA COM 88160R101 862 -38 -4.22 348 48.09 0.0651
2024-10-23 2024-09-30 13F TESLA COM 88160R101 900 900 235 0.0440
2024-04-30 2024-03-31 13F TESLA COM 88160R101 0 -1,098 -100.00 0 -100.00
2024-02-13 2023-12-31 13F/A-1 TESLA COM 88160R101 1,098 -519 -32.10 273 -32.67 0.0581
2024-01-25 2023-12-31 13F TESLA COM 88160R101 1,098 -519 273 0.0581
2023-10-27 2023-09-30 13F TESLA COM 88160R101 1,617 150 10.22 405 5.21 0.0956
2023-08-09 2023-06-30 13F TESLA COM 88160R101 1,467 1,467 384 0.0891
2023-05-04 2023-03-31 13F TESLA COM 88160R101 0 -4,659 -100.00 0 -100.00
2023-02-07 2022-12-31 13F TESLA COM 88160R101 4,659 0 0.00 574 -41.77 0.1384
2022-10-25 2022-09-30 13F TESLA COM 88160R101 4,659 3,106 200.00 984 -10.87 0.2445
2022-07-14 2022-06-30 13F TESLA COM 88160R101 1,553 -1,021 -39.67 1,104 -60.20 0.2689
2022-05-04 2022-03-31 13F TESLA COM 88160R101 2,574 72 2.88 2,774 4.92 0.5061
2022-01-19 2021-12-31 13F TESLA COM 88160R101 2,502 1,064 73.99 2,644 137.13 0.4747
2021-11-02 2021-09-30 13F TESLA COM 88160R101 1,438 -40 -2.71 1,115 10.95 0.2190
2021-07-22 2021-06-30 13F TESLA COM 88160R101 1,478 0 0.00 1,005 1.82 0.1998
2021-04-26 2021-03-31 13F TESLA COM 88160R101 1,478 448 43.50 987 35.76 0.2058
2021-01-11 2020-12-31 13F TESLA COM 88160R101 1,030 -275 -21.07 727 29.82 0.1662
2020-10-26 2020-09-30 13F TESLA COM 88160R101 1,305 1,034 381.55 560 91.13 0.1321
2020-07-14 2020-06-30 13F TESLA COM 88160R101 271 271 293 0.0733
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.