Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionUnited Bank
Latest Disclosed Ownership1,526 shares
Latest Disclosed Value $ 567,291
United Bank reports 16.13% increase in ownership of TSLA / Tesla, Inc.

On May 1, 2026 - United Bank filed a 13F-HR form disclosing ownership of 1,526 shares of Tesla, Inc. (CH:TSLA) valued at $567,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,314 shares of Tesla, Inc.. This represents a change in shares of 16.13% 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 1,526 212 16.13 567 -3.90 0.1887
2026-02-05 2025-12-31 13F TESLA COM 88160R101 1,314 0 0.00 591 1.03 0.2004
2025-11-12 2025-09-30 13F TESLA COM 88160R101 1,314 -165 -11.16 584 24.52 0.2031
2025-07-29 2025-06-30 13F TESLA COM 88160R101 1,479 157 11.88 470 37.13 0.1798
2025-05-06 2025-03-31 13F TESLA COM 88160R101 1,322 0 0.00 343 -35.83 0.1416
2025-02-12 2024-12-31 13F TESLA COM 88160R101 1,322 225 20.51 534 85.71 0.2255
2024-11-01 2024-09-30 13F TESLA COM 88160R101 1,097 1,097 287 0.1324
2024-05-10 2024-03-31 13F TESLA COM 88160R101 0 -847 -100.00 0 -100.00
2024-02-13 2023-12-31 13F TESLA COM 88160R101 847 -101 -10.65 210 -11.39 0.1161
2023-10-27 2023-09-30 13F TESLA COM 88160R101 948 -95 -9.11 237 -13.19 0.1418
2023-08-07 2023-06-30 13F TESLA COM 88160R101 1,043 36 3.57 273 31.25 0.1555
2023-05-12 2023-03-31 13F TESLA COM 88160R101 1,007 1,007 209 0.1224
2023-02-10 2022-12-31 13F TESLA COM 88160R101 0 -1,110 -100.00 0 -100.00
2022-11-10 2022-09-30 13F TESLA COM 88160R101 1,110 740 200.00 294 18.07 0.1957
2022-08-05 2022-06-30 13F TESLA COM 88160R101 370 1 0.27 249 -37.44 0.1547
2022-05-09 2022-03-31 13F TESLA COM 88160R101 369 2 0.54 398 2.58 0.2110
2022-02-11 2021-12-31 13F TESLA COM 88160R101 367 0 0.00 388 36.14 0.2081
2021-11-12 2021-09-30 13F TESLA COM 88160R101 367 0 0.00 285 14.46 0.1807
2021-07-26 2021-06-30 13F TESLA COM 88160R101 367 2 0.55 249 2.05 0.1677
2021-05-12 2021-03-31 13F TESLA COM 88160R101 365 365 244 0.1713
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.