Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership39,964 shares
Latest Disclosed Value $ 14,856,431
Wealthcare Advisory Partners LLC reports 8.36% increase in ownership of TSLA / Tesla, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 39,964 shares of Tesla, Inc. (CH:TSLA) valued at $14,856,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 36,880 shares of Tesla, Inc.. This represents a change in shares of 8.36% 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)
2026-04-14 2026-03-31 13F TESLA COM 88160R101 39,964 3,084 8.36 14,856 -10.43 0.2889
2026-01-14 2025-12-31 13F TESLA COM 88160R101 36,880 15,572 73.08 16,586 75.02 0.3258
2025-11-07 2025-09-30 13F TESLA COM 88160R101 21,308 528 2.54 9,476 43.58 0.1974
2025-07-22 2025-06-30 13F TESLA COM 88160R101 20,780 4,626 28.64 6,601 57.67 0.1506
2025-04-15 2025-03-31 13F TESLA COM 88160R101 16,154 3,100 23.75 4,186 -20.58 0.1123
2025-01-15 2024-12-31 13F TESLA COM 88160R101 13,054 -2,989 -18.63 5,272 25.59 0.1464
2024-11-04 2024-09-30 13F TESLA COM 88160R101 16,043 -1,424 -8.15 4,197 21.44 0.1196
2024-08-12 2024-06-30 13F TESLA COM 88160R101 17,467 2,812 19.19 3,456 34.16 0.1080
2024-04-15 2024-03-31 13F TESLA COM 88160R101 14,655 501 3.54 2,576 -26.73 0.0845
2024-02-06 2023-12-31 13F TESLA COM 88160R101 14,154 2,274 19.14 3,517 18.30 0.1398
2023-10-12 2023-09-30 13F TESLA COM 88160R101 11,880 -240 -1.98 2,973 -6.31 0.1365
2023-07-17 2023-06-30 13F TESLA COM 88160R101 12,120 16 0.13 3,173 26.32 0.1419
2023-05-04 2023-03-31 13F TESLA COM 88160R101 12,104 524 4.53 2,511 76.09 0.1079
2023-02-13 2022-12-31 13F TESLA COMMON 88160R101 11,580 -592 -4.86 1,426 -55.84 0.0682
2022-11-14 2022-09-30 13F TESLA COMMON 88160R101 12,172 8,075 197.10 3,229 17.04 0.1842
2022-08-15 2022-06-30 13F TESLA COMMON 88160R101 4,097 -894 -17.91 2,759 -48.70 0.1669
2022-04-15 2022-03-31 13F TESLA COMMON 88160R101 4,991 27 0.54 5,378 2.52 0.3266
2022-02-11 2021-12-31 13F TESLA COMMON 88160R101 4,964 -1,788 -26.48 5,246 0.19 0.3137
2021-11-15 2021-09-30 13F TESLA Equity 88160R101 6,752 -334 -4.71 5,236 8.72 0.3423
2021-08-16 2021-06-30 13F TESLA COMMON 88160R101 7,086 412 6.17 4,816 8.03 0.3223
2021-04-30 2021-03-31 13F TESLA COMMON 88160R101 6,674 804 13.70 4,458 7.63 0.3229
2021-02-12 2020-12-31 13F TESLA COMMON 88160R101 5,870 2,152 57.88 4,142 159.69 0.3679
2020-10-29 2020-09-30 13F TESLA COMMON 88160R101 3,718 3,096 497.75 1,595 137.35 0.1749
2020-07-29 2020-06-30 13F TESLA COMMON 88160R101 622 -4 -0.64 672 104.88 0.0838
2020-04-29 2020-03-31 13F TESLA COMMON 88160R101 626 74 13.41 328 41.99 0.0481
2020-01-29 2019-12-31 13F TESLA MOTORS COMMON 88160R101 552 32 6.15 231 84.80 0.0294
2019-10-16 2019-09-30 13F TESLA MOTORS COMMON 88160R101 520 39 8.11 125 16.82 0.0181
2019-07-30 2019-06-30 13F TESLA MOTORS COMMON 88160R101 481 7 1.48 107 -19.55 0.0170
2019-05-13 2019-03-31 13F TESLA MOTORS COMMON 88160R101 474 5 1.07 133 -14.74 0.0227
2019-02-14 2018-12-31 13F TESLA MOTORS COMMON 88160R101 469 -31 -6.20 156 18.18 0.0303
2018-11-14 2018-09-30 13F TESLA MOTORS COMMON 88160R101 500 0 0.00 132 -22.81 0.0242
2018-08-13 2018-06-30 13F TESLA MOTORS COMMON 88160R101 500 54 12.11 171 43.70 0.0335
2018-05-14 2018-03-31 13F TESLA MOTORS COMMON 88160R101 446 143 47.19 119 26.60 0.0269
2018-02-14 2017-12-31 13F TESLA MOTORS COMMON 88160R101 303 10 3.41 94 -6.00 0.0242
2017-11-15 2017-09-30 13F TESLA MOTORS COMMON 88160R101 293 293 100 0.0297
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.