Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionStelac Advisory Services LLC
Latest Disclosed Ownership1,269 shares
Latest Disclosed Value $ 471,751
Stelac Advisory Services LLC reports 47.05% increase in ownership of TSLA / Tesla, Inc.

On May 8, 2026 - Stelac Advisory Services LLC filed a 13F-HR form disclosing ownership of 1,269 shares of Tesla, Inc. (CH:TSLA) valued at $471,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 863 shares of Tesla, Inc.. This represents a change in shares of 47.05% 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)
2026-05-08 2026-03-31 13F TESLA COM 88160R101 1,269 406 47.05 472 21.39 0.0954
2026-02-12 2025-12-31 13F TESLA COM 88160R101 863 2 0.23 388 1.57 0.1372
2025-11-13 2025-09-30 13F Tesla COM 88160R101 861 -163 -15.92 383 17.54 0.1323
2025-08-12 2025-06-30 13F TESLA COM 88160R101 1,024 -4 -0.39 325 22.18 0.1236
2025-05-14 2025-03-31 13F TESLA COM 88160R101 1,028 266 34.91 266 -13.36 0.1098
2025-02-10 2024-12-31 13F TESLA COM 88160R101 762 38 5.25 308 62.43 0.1200
2024-11-05 2024-09-30 13F TESLA COM 88160R101 724 724 189 0.0768
2024-05-14 2024-03-31 13F TESLA COM 88160R101 0 -573 -100.00 0 -100.00
2024-02-08 2023-12-31 13F TESLA COM 88160R101 573 573 142 0.0766
2022-08-10 2022-06-30 13F TESLA COM 88160R101 0 -170 -100.00 0 -100.00
2022-06-28 2022-03-31 13F/A-1 TESLA COM 88160R101 170 50 41.67 183 44.09 0.0658
2022-05-10 2022-03-31 13F TESLA COM 88160R101 170 50 183 0.0619
2022-06-28 2021-12-31 13F/A-1 TESLA COM 88160R101 120 -2,661 -95.69 127 -94.11 0.0344
2022-02-14 2021-12-31 13F TESLA COM 88160R101 120 -2,661 127 0.0362
2022-06-28 2021-09-30 13F/A-1 TESLA COM 88160R101 2,781 -2,404 -46.36 2,157 -38.79 0.5788
2021-11-15 2021-09-30 13F TESLA COM 88160R101 525 -4,660 407 0.0873
2022-06-28 2021-06-30 13F/A-1 TESLA COM 88160R101 5,185 -129 -2.43 3,524 -0.70 0.8041
2021-08-09 2021-06-30 13F TESLA COM 88160R101 5,185 -129 3,524 0.6388
2022-06-28 2021-03-31 13F/A-1 TESLA COM 88160R101 5,314 2,002 60.45 3,549 51.86 1.3091
2021-05-13 2021-03-31 13F TESLA COM 88160R101 5,314 2,002 3,549 1.0166
2021-02-11 2020-12-31 13F TESLA COM 88160R101 3,312 374 12.73 2,337 85.48 0.6044
2020-11-02 2020-09-30 13F TESLA COM 88160R101 2,938 2,390 436.13 1,260 112.84 0.4301
2020-07-29 2020-06-30 13F TESLA COM 88160R101 548 40 7.87 592 122.56 0.2296
2020-05-06 2020-03-31 13F TESLA COM 88160R101 508 208 69.33 266 112.80 0.1283
2020-02-10 2019-12-31 13F/A-1 TESLA COM 88160R101 300 300 -40.94 125 -53.01 0.0903
2020-02-10 2019-12-31 13F TESLA COM 88160R101 300 300 125 80,459.8441
2018-11-08 2018-09-30 13F TESLA COM 88160R101 0 -333 -100.00 0 -100.00
2018-07-19 2018-06-30 13F TESLA COM 88160R101 333 333 114 0.0316
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.