Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionStratos Wealth Advisors, LLC
Latest Disclosed Ownership7,728 shares
Latest Disclosed Value $ 2,872,989
Stratos Wealth Advisors, LLC reports 0.31% decrease in ownership of TSLA / Tesla, Inc.

On April 28, 2026 - Stratos Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 7,728 shares of Tesla, Inc. (CH:TSLA) valued at $2,872,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 7,752 shares of Tesla, Inc.. This represents a change in shares of -0.31% 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)
2026-04-28 2026-03-31 13F TESLA COM 88160R101 7,728 -24 -0.31 2,873 -17.61 0.1763
2026-01-20 2025-12-31 13F TESLA COM 88160R101 7,752 457 6.26 3,486 7.46 0.1683
2025-11-06 2025-09-30 13F TESLA COM 88160R101 7,295 -608 -7.69 3,245 29.24 0.1559
2025-07-29 2025-06-30 13F TESLA COM 88160R101 7,903 -41 -0.52 2,511 21.96 0.1325
2025-04-30 2025-03-31 13F TESLA COM 88160R101 7,944 -1,173 -12.87 2,059 -44.11 0.1125
2025-01-27 2024-12-31 13F TESLA COM 88160R101 9,117 451 5.20 3,682 62.42 0.1761
2024-10-17 2024-09-30 13F TESLA COM 88160R101 8,666 372 4.49 2,268 38.15 0.1040
2024-07-24 2024-06-30 13F TESLA COM 88160R101 8,294 -818 -8.98 1,641 2.50 0.0812
2024-04-16 2024-03-31 13F TESLA COM 88160R101 9,112 -1,516 -14.26 1,602 -39.36 0.0949
2024-01-24 2023-12-31 13F TESLA COM 88160R101 10,628 -377 -3.43 2,641 -4.10 0.1520
2023-10-24 2023-09-30 13F TESLA COM 88160R101 11,005 448 4.24 2,754 -0.36 0.1816
2023-07-18 2023-06-30 13F TESLA COM 88160R101 10,557 -356 -3.26 2,764 22.04 0.1959
2023-04-27 2023-03-31 13F TESLA COM 88160R101 10,913 2,174 24.88 2,264 110.41 0.1743
2023-01-19 2022-12-31 13F TESLA COM 88160R101 8,739 -1,114 -11.31 1,077 -58.84 0.0897
2022-10-24 2022-09-30 13F TESLA COM 88160R101 9,853 7,537 325.43 2,614 67.56 0.2749
2022-07-22 2022-06-30 13F TESLA COM 88160R101 2,316 -448 -16.21 1,560 -47.63 0.1415
2022-04-26 2022-03-31 13F TESLA COM 88160R101 2,764 -5,821 -67.80 2,979 -67.17 0.2419
2022-01-14 2021-12-31 13F TESLA COM 88160R101 8,585 -297 -3.34 9,073 31.72 0.6532
2021-10-19 2021-09-30 13F TESLA COM 88160R101 8,882 6,089 218.01 6,888 262.72 0.5885
2021-07-19 2021-06-30 13F TESLA COM 88160R101 2,793 209 8.09 1,899 10.02 0.1680
2021-04-27 2021-03-31 13F TESLA COM 88160R101 2,584 -67 -2.53 1,726 -7.75 0.1832
2021-01-29 2020-12-31 13F TESLA COM 88160R101 2,651 1,079 68.64 1,871 177.60 0.2579
2020-10-29 2020-09-30 13F TESLA COM 88160R101 1,572 1,572 674 0.1642
2020-01-29 2019-12-31 13F TESLA COM 88160R101 0 -908 -100.00 0 -100.00
2019-11-12 2019-09-30 13F TESLA COM 88160R101 908 0 0.00 219 7.88 0.0838
2019-08-06 2019-06-30 13F TESLA COM 88160R101 908 -270 -22.92 203 -38.48 0.0810
2019-05-07 2019-03-31 13F TESLA COM 88160R101 1,178 -327 -21.73 330 -34.13 0.1784
2019-02-12 2018-12-31 13F TESLA COM 88160R101 1,505 1,505 501 0.3343
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.