Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionVestmark Advisory Solutions, Inc.
Latest Disclosed Ownership97,735 shares
Latest Disclosed Value $ 36,333,065
Vestmark Advisory Solutions, Inc. reports 14.15% increase in ownership of TSLA / Tesla, Inc.

On May 15, 2026 - Vestmark Advisory Solutions, Inc. filed a 13F-HR form disclosing ownership of 97,735 shares of Tesla, Inc. (CH:TSLA) valued at $36,333,065 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 85,618 shares of Tesla, Inc.. This represents a change in shares of 14.15% 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)
2026-05-15 2026-03-31 13F TESLA COM 88160R101 97,735 12,117 14.15 36,333 -5.64 0.2497
2026-02-06 2025-12-31 13F TESLA COM 88160R101 85,618 4,633 5.72 38,504 6.89 0.5196
2025-11-10 2025-09-30 13F TESLA COM 88160R101 80,985 -55,258 -40.56 36,021 -16.77 0.6866
2025-08-06 2025-06-30 13F TESLA COM 88160R101 136,243 69,149 103.06 43,279 148.90 0.6250
2025-05-13 2025-03-31 13F TESLA COM 88160R101 67,094 -12,859 -16.08 17,388 -34.21 0.4477
2025-02-06 2024-12-31 13F TESLA COM 88160R101 79,953 -7,209 -8.27 26,432 15.91 0.9102
2024-11-14 2024-09-30 13F TESLA COM 88160R101 87,162 -28,688 -24.76 22,804 -0.52 0.8489
2024-08-12 2024-06-30 13F TESLA COM 88160R101 115,850 -8,982 -7.20 22,924 4.47 0.9571
2024-05-15 2024-03-31 13F TESLA COM 88160R101 124,832 49,526 65.77 21,944 17.27 0.9451
2024-02-06 2023-12-31 13F TESLA COM 88160R101 75,306 64,035 568.14 18,712 563.55 0.9506
2023-11-06 2023-09-30 13F TESLA COM 88160R101 11,271 -10,141 -47.36 2,820 -49.69 0.2050
2023-08-07 2023-06-30 13F TESLA COM 88160R101 21,412 274 1.30 5,605 27.82 0.2135
2023-05-09 2023-03-31 13F TESLA COM 88160R101 21,138 13,030 160.71 4,385 339.38 0.1899
2023-01-20 2022-12-31 13F TESLA COM 88160R101 8,108 2,540 45.62 999 -32.43 0.0487
2022-11-03 2022-09-30 13F TESLA COM 88160R101 5,568 4,227 315.21 1,477 63.57 0.0823
2022-08-04 2022-06-30 13F TESLA COM 88160R101 1,341 703 110.19 903 31.25 0.0516
2022-04-27 2022-03-31 13F TESLA COM 88160R101 638 305 91.59 688 95.45 0.0389
2022-01-31 2021-12-31 13F TESLA COM 88160R101 333 333 352 0.0199
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.