Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionRetirement Solution Inc.
Latest Disclosed Ownership2,093 shares
Latest Disclosed Value $ 777,969
Retirement Solution Inc. reports 29.60% increase in ownership of TSLA / Tesla, Inc.

On May 11, 2026 - Retirement Solution Inc. filed a 13F-HR form disclosing ownership of 2,093 shares of Tesla, Inc. (CH:TSLA) valued at $777,969 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,615 shares of Tesla, Inc.. This represents a change in shares of 29.60% 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)
2026-05-11 2026-03-31 13F TESLA COM 88160R101 2,093 478 29.60 778 7.02 0.1840
2026-01-29 2025-12-31 13F TESLA COM 88160R101 1,615 -419 -20.60 726 -19.69 0.1609
2026-02-27 2025-09-30 13F/A-1 TESLA COM 88160R101 2,034 3 0.15 904 40.16 0.2157
2025-11-04 2025-09-30 13F TESLA COM 88160R101 2,034 3 904 0.2157
2026-02-27 2025-06-30 13F/A-1 TESLA COM 88160R101 2,031 448 28.30 645 57.32 0.1647
2025-08-07 2025-06-30 13F TESLA COM 88160R101 2,031 66 645 0.1647
2026-02-27 2025-03-31 13F/A-1 TESLA COM 88160R101 1,583 -62 -3.77 410 -38.25 0.1164
2025-04-17 2025-03-31 13F TESLA COM 88160R101 1,965 320 509 0.1402
2025-02-07 2024-12-31 13F TESLA COM 88160R101 1,645 -15 -0.90 664 53.00 0.1739
2024-11-01 2024-09-30 13F TESLA COM 88160R101 1,660 17 1.03 434 33.54 0.1058
2024-07-25 2024-06-30 13F TESLA COM 88160R101 1,643 0 0.00 325 12.85 0.0874
2024-05-07 2024-03-31 13F TESLA COM 88160R101 1,643 -146 -8.16 289 -35.14 0.0783
2024-02-02 2023-12-31 13F TESLA COM 88160R101 1,789 194 12.16 445 11.28 0.1315
2023-10-13 2023-09-30 13F TESLA COM 88160R101 1,595 0 0.00 399 -4.32 0.1317
2023-08-03 2023-06-30 13F TESLA COM 88160R101 1,595 0 0.00 418 26.36 0.1347
2023-04-13 2023-03-31 13F TESLA COM 88160R101 1,595 1,595 331 0.1164
2023-01-20 2022-12-31 13F TESLA COM 88160R101 0 -1,612 -100.00 0 -100.00
2022-10-17 2022-09-30 13F TESLA COM 88160R101 1,612 1,075 200.19 428 18.23 0.2298
2022-07-21 2022-06-30 13F TESLA COM 88160R101 537 537 362 0.1964
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.