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Klingman & Associates’s Brilliant Earth BRLT Stock Holding History

Klingman & Associates’s Portfolio BRLT Stock Details BRLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$197K Hold
148,273
– – 0.01% 328
2025
Q4 		$259K Hold
148,273
– – 0.01% 277
2025
Q3 		$307K Hold
148,273
– – 0.02% 251
2025
Q2 		$204K Buy
148,273
+56,451
+61% +$81.8K 0.01% 303
2025
Q1 		$145K Hold
91,822
– – 0.01% 261
2024
Q4 		$193K Buy
+91,822
New +$169K 0.01% 253

Other funds holding BRLT

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Klingman & Associates's BRLT Position: Q1 2026 in Review

Klingman & Associates held its Brilliant Earth (BRLT) position steady in Q1 2026 at 148,273 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #328.

Klingman & Associates first reported a position in BRLT in Q4 2024 and has held it in 6 quarters since. The position peaked at $307K in Q3 2025. 36 funds tracked by Wall St. Rank hold BRLT as of Q1 2026.

  • Klingman & Associates held 148,273 shares of Brilliant Earth worth $197K as of Q1 2026.
  • Klingman & Associates left its Brilliant Earth share count unchanged in Q1 2026.
  • Brilliant Earth made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #328 holding.
  • Klingman & Associates first reported a position in Brilliant Earth in Q4 2024 and has held it in 6 quarters since.
  • Klingman & Associates's Brilliant Earth position peaked at $307K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Brilliant Earth as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.