Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionWT Wealth Management
Latest Disclosed Ownership8,025 shares
Latest Disclosed Value $ 2,983,201
WT Wealth Management reports 4.61% decrease in ownership of TSLA / Tesla, Inc.

On April 21, 2026 - WT Wealth Management filed a 13F-HR form disclosing ownership of 8,025 shares of Tesla, Inc. (CH:TSLA) valued at $2,983,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,413 shares of Tesla, Inc.. This represents a change in shares of -4.61% 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)
2026-04-21 2026-03-31 13F TESLA COM 88160R101 8,025 -388 -4.61 2,983 -21.15 0.8869
2026-02-02 2025-12-31 13F TESLA COM 88160R101 8,413 -1,670 -16.56 3,783 -15.63 1.0879
2025-10-22 2025-09-30 13F TESLA COM 88160R101 10,083 770 8.27 4,484 51.59 1.2906
2025-09-10 2025-06-30 13F TESLA COM 88160R101 9,313 5,972 178.75 2,958 241.97 0.8762
2025-05-06 2025-03-31 13F TESLA COM 88160R101 3,341 -10,108 -75.16 866 -84.07 0.2813
2025-02-05 2024-12-31 13F TESLA COM 88160R101 13,449 -28 -0.21 5,431 82.62 1.7047
2024-10-21 2024-09-30 13F TESLA COM 88160R101 13,477 -6,715 -33.26 2,974 -25.56 0.9507
2024-10-21 2024-06-30 13F TESLA COM 88160R101 20,192 -312 -1.52 3,996 10.85 1.3629
2024-10-21 2024-03-31 13F TESLA COM 88160R101 20,504 8,095 65.23 3,604 16.90 1.2869
2024-02-08 2023-12-31 13F TESLA COM 88160R101 12,409 5,458 78.52 3,083 77.29 1.2182
2023-12-04 2023-09-30 13F TESLA COM 88160R101 6,951 -2,210 -24.12 1,739 -27.45 0.7455
2023-07-25 2023-06-30 13F TESLA COM 88160R101 9,161 -329 -3.47 2,398 21.80 0.9948
2023-04-20 2023-03-31 13F TESLA COM 88160R101 9,490 -457 -4.59 1,969 60.65 0.8509
2023-01-20 2022-12-31 13F TESLA COM 88160R101 9,947 3,241 48.33 1,225 -31.14 0.5953
2022-10-20 2022-09-30 13F TESLA COM 88160R101 6,706 4,825 256.51 1,779 40.41 0.8950
2022-07-26 2022-06-30 13F TESLA COM 88160R101 1,881 1,518 418.18 1,267 224.04 0.6256
2022-05-06 2022-03-31 13F TESLA COM 88160R101 363 76 26.48 391 29.04 0.1502
2022-01-19 2021-12-31 13F TESLA COM 88160R101 287 -500 -63.53 303 -50.41 0.1112
2021-10-15 2021-09-30 13F TESLA COM 88160R101 787 -354 -31.03 611 -21.16 0.2356
2021-07-19 2021-06-30 13F TESLA COM 88160R101 1,141 192 20.23 775 22.24 0.3139
2021-04-29 2021-03-31 13F TESLA COM 88160R101 949 949 -16.83 634 -18.19 0.2931
2020-05-13 2020-03-31 13F TESLA COM 88160R101 0 -690 -100.00 0 -100.00
2020-01-27 2019-12-31 13F TESLA COM 88160R101 690 690 288 0.2189
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.