Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionMarietta Wealth Management, LLC
Latest Disclosed Ownership4,456 shares
Latest Disclosed Value $ 1,656,518
Marietta Wealth Management, LLC reports 10.02% increase in ownership of TSLA / Tesla, Inc.

On April 21, 2026 - Marietta Wealth Management, LLC filed a 13F-HR form disclosing ownership of 4,456 shares of Tesla, Inc. (CH:TSLA) valued at $1,656,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 4,050 shares of Tesla, Inc.. This represents a change in shares of 10.02% 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 COM 88160R101 4,456 406 10.02 1,657 -9.06 0.1969
2026-01-28 2025-12-31 13F TESLA COM 88160R101 4,050 566 16.25 1,821 17.56 0.2107
2025-10-20 2025-09-30 13F TESLA COM 88160R101 3,484 96 2.83 1,549 43.96 0.1895
2025-07-22 2025-06-30 13F TESLA COM 88160R101 3,388 560 19.80 1,076 46.99 0.1403
2025-04-22 2025-03-31 13F TESLA COM 88160R101 2,828 1,201 73.82 733 11.42 0.1076
2025-01-24 2024-12-31 13F TESLA COM 88160R101 1,627 80 5.17 657 62.62 0.0943
2024-10-22 2024-09-30 13F TESLA COM 88160R101 1,547 1,547 405 0.0588
2024-04-25 2024-03-31 13F TESLA COM 88160R101 0 -983 -100.00 0 -100.00
2024-01-30 2023-12-31 13F TESLA COM 88160R101 983 0 0.00 244 -0.41 0.0435
2023-10-30 2023-09-30 13F TESLA COM 88160R101 983 0 0.00 246 -4.67 0.0489
2023-07-18 2023-06-30 13F TESLA COM 88160R101 983 0 0.00 257 26.60 0.0485
2023-04-27 2023-03-31 13F TESLA COM 88160R101 983 983 204 0.0433
2023-01-30 2022-12-31 13F TESLA COM 88160R101 0 -966 -100.00 0 -100.00
2022-10-20 2022-09-30 13F TESLA COM 88160R101 966 655 210.61 256 22.49 0.0639
2022-08-08 2022-06-30 13F TESLA COM 88160R101 311 1 0.32 209 -37.43 0.0505
2022-04-12 2022-03-31 13F TESLA COM 88160R101 310 0 0.00 334 1.83 0.0698
2022-01-28 2021-12-31 13F TESLA COM 88160R101 310 0 0.00 328 36.67 0.0659
2021-11-12 2021-09-30 13F TESLA COM 88160R101 310 -5 -1.59 240 12.15 0.0524
2021-08-12 2021-06-30 13F Tesla com 88160R101 315 315 214 0.0483
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.