Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionPatten & Patten Inc/tn
Latest Disclosed Ownership2,417 shares
Latest Disclosed Value $ 898,344
Patten & Patten Inc/tn reports 1.91% decrease in ownership of TSLA / Tesla, Inc.

On May 1, 2026 - Patten & Patten Inc/tn filed a 13F-HR form disclosing ownership of 2,417 shares of Tesla, Inc. (CH:TSLA) valued at $898,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,464 shares of Tesla, Inc.. This represents a change in shares of -1.91% 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)
2026-05-01 2026-03-31 13F TESLA COM 88160R101 2,417 -47 -1.91 898 -18.88 0.0542
2026-02-03 2025-12-31 13F TESLA COM 88160R101 2,464 88 3.70 1,108 4.83 0.0650
2025-10-31 2025-09-30 13F TESLA COM 88160R101 2,376 -12 -0.50 1,056 39.31 0.0621
2025-07-28 2025-06-30 13F TESLA COM 88160R101 2,388 -1,343 -36.00 758 -21.53 0.0491
2025-05-07 2025-03-31 13F TESLA COM 88160R101 3,731 31 0.84 967 -35.34 0.0647
2025-02-10 2024-12-31 13F TESLA COM 88160R101 3,700 -53 -1.41 1,494 52.29 0.0987
2024-11-04 2024-09-30 13F TESLA COM 88160R101 3,753 156 4.34 982 37.97 0.0652
2024-08-13 2024-06-30 13F TESLA COM 88160R101 3,597 -968 -21.20 712 -11.35 0.0498
2024-05-10 2024-03-31 13F TESLA COM 88160R101 4,565 -36 -0.78 802 -29.83 0.0572
2024-01-23 2023-12-31 13F Tesla Motors COM 88160R101 4,601 48 1.05 1,143 0.35 0.0939
2023-10-27 2023-09-30 13F Tesla Motors COM 88160R101 4,553 0 0.00 1,139 -4.37 0.1001
2023-07-14 2023-06-30 13F Tesla Motors COM 88160R101 4,553 -127 -2.71 1,192 22.78 0.0985
2023-04-25 2023-03-31 13F Tesla Motors COM 88160R101 4,680 -176 -3.62 971 0.0854
2023-02-01 2022-12-31 13F Tesla Motors COM 88160R101 4,856 -1,048 -17.75 1 -100.00 0.0543
2022-10-19 2022-09-30 13F Tesla Motors COM 88160R101 5,904 3,486 144.17 1,566 -3.81 0.1485
2022-08-02 2022-06-30 13F Tesla Motors COM 88160R101 2,418 -270 -10.04 1,628 -43.80 0.1429
2022-04-25 2022-03-31 13F Tesla Motors COM 88160R101 2,688 320 13.51 2,897 15.79 0.2114
2022-01-26 2021-12-31 13F Tesla Motors COM 88160R101 2,368 -30 -1.25 2,502 34.52 0.1730
2021-10-22 2021-09-30 13F Tesla Motors COM 88160R101 2,398 -38 -1.56 1,860 12.32 0.1415
2021-07-13 2021-06-30 13F Tesla Motors COM 88160R101 2,436 -542 -18.20 1,656 -16.74 0.1262
2021-04-23 2021-03-31 13F Tesla Motors COM 88160R101 2,978 98 3.40 1,989 -2.12 0.1627
2021-01-19 2020-12-31 13F Tesla Motors COM 88160R101 2,880 -315 -9.86 2,032 48.21 0.1770
2020-10-08 2020-09-30 13F Tesla Motors COM 88160R101 3,195 2,810 729.87 1,371 229.57 0.1366
2020-07-21 2020-06-30 13F Tesla Motors COM 88160R101 385 385 -87.95 416 -69.66 0.0455
2018-04-20 2018-03-31 13F Tesla Motors COM 88160R101 0 -770 -100.00 0 -100.00
2018-01-22 2017-12-31 13F Tesla Motors COM 88160R101 770 770 240 0.0240
2017-10-12 2017-09-30 13F Tesla Motors COM 88160R101 0 -1,650 -100.00 0 -100.00
2017-07-19 2017-06-30 13F Tesla Motors COM 88160R101 1,650 1,650 597 0.0660
2016-02-29 2015-12-31 13F Tesla Motors COM 88160R101 0 -900 -100.00 0 -100.00
2015-10-22 2015-09-30 13F Tesla Motors COM 88160R101 900 -783 -46.52 224 -36.18 0.0342
2014-04-24 2014-03-31 13F Tesla Motors COM 88160R101 1,683 -150 -8.18 351 -0.85 0.0475
2013-10-15 2013-09-30 13F/A-1 Tesla Motors COM 88160R101 1,833 1,833 354 0.0549
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.