Tesla, Inc.
US ˙ NasdaqGS ˙ US88160R1014

SecurityTSLA / Tesla, Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership71,195 shares
Latest Disclosed Value $ 26,466,579
Meridian Wealth Management, LLC reports 1.14% decrease in ownership of TSLA / Tesla, Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 71,195 shares of Tesla, Inc. (US:TSLA) valued at $26,466,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 72,015 shares of Tesla, Inc.. This represents a change in shares of -1.14% during the quarter. The current value of the position is $27,837,245 USD.

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)
2026-05-06 2026-03-31 13F TESLA COM 88160R101 71,195 -820 -1.14 26,467 -18.28 0.9124
2026-02-04 2025-12-31 13F TESLA COM 88160R101 72,015 9,782 15.72 32,387 17.02 1.1399
2025-11-04 2025-09-30 13F TESLA COM 88160R101 62,233 -930 -1.47 27,676 37.94 1.0608
2025-08-08 2025-06-30 13F TESLA COM 88160R101 63,163 29,487 87.56 20,064 129.91 0.8567
2025-05-12 2025-03-31 13F TESLA COM 88160R101 33,676 -89 -0.26 8,728 -36.00 0.4225
2025-02-06 2024-12-31 13F TESLA COM 88160R101 33,765 4,165 14.07 13,636 76.07 0.6451
2024-11-12 2024-09-30 13F TESLA COM 88160R101 29,600 -1,250 -4.05 7,744 26.87 0.3807
2024-08-08 2024-06-30 13F TESLA COM 88160R101 30,850 30,850 6,105 0.7297
2024-04-25 2024-03-31 13F TESLA COM 88160R101 0 -29,402 -100.00 0 -100.00
2024-02-08 2023-12-31 13F TESLA COM 88160R101 29,402 -167 -0.56 7,306 -1.26 0.4665
2023-10-17 2023-09-30 13F TESLA COM 88160R101 29,569 -1,301 -4.21 7,399 -8.44 0.4533
2023-08-02 2023-06-30 13F TESLA COM 88160R101 30,870 -22,333 -41.98 8,081 -26.79 0.6812
2023-05-15 2023-03-31 13F TESLA COM 88160R101 53,203 7,507 16.43 11,037 96.11 0.9627
2023-02-14 2022-12-31 13F TESLA COM 88160R101 45,696 4,897 12.00 5,629 -47.99 0.5511
2022-11-14 2022-09-30 13F TESLA COM 88160R101 40,799 28,316 226.84 10,822 28.74 1.1643
2022-08-05 2022-06-30 13F TESLA COM 88160R101 12,483 1,869 17.61 8,406 -26.51 0.6876
2022-05-12 2022-03-31 13F TESLA COM 88160R101 10,614 1,092 11.47 11,438 13.66 1.2501
2022-01-27 2021-12-31 13F TESLA COM 88160R101 9,522 -159 -1.64 10,063 34.03 1.0745
2021-10-15 2021-09-30 13F TESLA COM 88160R101 9,681 -189 -1.91 7,508 11.91 0.9261
2021-07-22 2021-06-30 13F TESLA COM 88160R101 9,870 -579 -5.54 6,709 -3.87 0.8550
2021-05-07 2021-03-31 13F TESLA COM 88160R101 10,449 -1,404 -11.85 6,979 -16.56 1.0159
2021-01-19 2020-12-31 13F TESLA COM 88160R101 11,853 2,238 23.28 8,364 102.76 1.3273
2020-10-09 2020-09-30 13F TESLA COM 88160R101 9,615 8,192 575.69 4,125 168.55 1.0113
2020-07-15 2020-06-30 13F TESLA COM 88160R101 1,423 364 34.37 1,536 177.26 0.5141
2020-04-16 2020-03-31 13F TESLA COM 88160R101 1,059 1,059 554 0.2454
2019-11-08 2019-09-30 13F TESLA COM 88160R101 0 -315 -100.00 0 -100.00
2019-07-19 2019-06-30 13F TESLA COM 88160R101 315 -200 -38.83 704 -51.15 0.0285
2019-05-15 2019-03-31 13F TESLA COM 88160R101 515 -105 -16.94 1,441 599.51 0.0600
2019-02-05 2018-12-31 13F TESLA COM 88160R101 620 620 206 0.1213
2018-08-06 2018-06-30 13F TESLA COM 88160R101 0 -954 -100.00 0 -100.00
2018-05-08 2018-03-31 13F TESLA COM 88160R101 954 -140 -12.80 254 -30.98 0.1267
2018-01-30 2017-12-31 13F TESLA COM 88160R101 1,094 0 0.00 368 -1.34 0.2268
2017-10-31 2017-09-30 13F TESLA COM 88160R101 1,094 103 10.39 373 4.19 0.2365
2017-07-25 2017-06-30 13F TESLA COM 88160R101 991 991 358 0.2268
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.