Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership92,985 shares
Latest Disclosed Value $ 34,567,220
Wealthspire Advisors, LLC reports 58.38% increase in ownership of TSLA / Tesla, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 92,985 shares of Tesla, Inc. (CH:TSLA) valued at $34,567,220 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 58,711 shares of Tesla, Inc.. This represents a change in shares of 58.38% 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)
2026-05-01 2026-03-31 13F TESLA COM 88160R101 92,985 34,274 58.38 34,567 30.92 0.2715
2026-02-12 2025-12-31 13F TESLA COM 88160R101 58,711 17,178 41.36 26,403 42.95 0.2101
2025-11-14 2025-09-30 13F TESLA COM 88160R101 41,533 1,277 3.17 18,471 44.44 0.0966
2025-08-11 2025-06-30 13F TESLA COM 88160R101 40,256 5,166 14.72 12,788 40.62 0.0719
2025-05-09 2025-03-31 13F TESLA COM 88160R101 35,090 832 2.43 9,094 -34.27 0.0543
2025-02-04 2024-12-31 13F TESLA COM 88160R101 34,258 8,890 35.04 13,835 108.44 0.1375
2024-11-13 2024-09-30 13F TESLA COM 88160R101 25,368 164 0.65 6,637 33.09 0.0675
2024-08-08 2024-06-30 13F TESLA COM 88160R101 25,204 1,309 5.48 4,987 18.74 0.0639
2024-05-06 2024-03-31 13F TESLA COM 88160R101 23,895 -4,917 -17.07 4,201 -41.33 0.0560
2024-02-07 2023-12-31 13F TESLA COM 88160R101 28,812 3,441 13.56 7,159 12.78 0.1017
2023-11-06 2023-09-30 13F TESLA COM 88160R101 25,371 242 0.96 6,348 -3.50 0.1048
2023-08-01 2023-06-30 13F TESLA COM 88160R101 25,129 1,231 5.15 6,578 32.70 0.1075
2023-05-09 2023-03-31 13F TESLA COM 88160R101 23,898 1,933 8.80 4,958 83.25 0.0851
2023-02-14 2022-12-31 13F TESLA COM 88160R101 21,965 2,284 11.61 2,706 -48.18 0.0492
2022-11-14 2022-09-30 13F TESLA COM 88160R101 19,681 12,804 186.19 5,220 12.72 0.1091
2022-08-09 2022-06-30 13F TESLA COM 88160R101 6,877 2,625 61.74 4,631 1.07 0.0968
2022-05-09 2022-03-31 13F TESLA COM 88160R101 4,252 -2,779 -39.52 4,582 -38.33 0.1031
2022-02-14 2021-12-31 13F TESLA COM 88160R101 7,031 -2,415 -25.57 7,430 1.43 0.1644
2021-11-15 2021-09-30 13F TESLA COM 88160R101 9,446 -7,119 -42.98 7,325 -34.94 0.1520
2021-08-13 2021-06-30 13F TESLA COM 88160R101 16,565 -6,643 -28.62 11,259 -27.37 0.2960
2021-05-17 2021-03-31 13F TESLA COM 88160R101 23,208 2,567 12.44 15,501 6.42 0.3679
2021-02-16 2020-12-31 13F TESLA COM 88160R101 20,641 20,135 3,979.25 14,566 6,612.44 0.4335
2020-11-16 2020-09-30 13F TESLA COM 88160R101 506 506 217 0.0129
2020-08-14 2020-06-30 13F TESLA COM 88160R101 0 -4,068 -100.00 0 -100.00
2020-05-12 2020-03-31 13F TESLA COM 88160R101 4,068 4,068 2,132 0.0894
2019-05-07 2019-03-31 13F TESLA COM 88160R101 0 -77 -100.00 0 -100.00
2019-02-14 2018-12-31 13F TESLA COM 88160R101 77 77 26 0.0025
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.