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 Q3	$36.5K	Buy	+27,419	New	+$34.7K	﹤0.01%	422
2026 Q2	–	Sell	-148,273	Closed	-$197K	–	352
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Klingman & Associates's BRLT Position: Q3 2026 in Review

Klingman & Associates opened a new position in Brilliant Earth (BRLT) in Q3 2026: 27,419 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in BRLT as recently as Q1 2026.

Klingman & Associates first reported a position in BRLT in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q3 2025. 2 funds tracked by Wall St. Rank hold BRLT as of Q3 2026.

Klingman & Associates held 27,419 shares of Brilliant Earth worth $36.5K as of Q3 2026.
Brilliant Earth was a new Klingman & Associates position in Q3 2026.
Brilliant Earth made up ﹤0.01% of Klingman & Associates's portfolio in Q3 2026, its #422 holding.
Klingman & Associates first reported a position in Brilliant Earth in Q4 2024 and has held it in 7 quarters since.
Klingman & Associates's Brilliant Earth position peaked at $307K in Q3 2025.
2 funds tracked by Wall St. Rank held Brilliant Earth as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.