Klingman & Associates
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Klingman & Associates’s Tesla TSLA Stock Holding History

Klingman & Associates’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.76M Sell
7,787
-434
-5% -$155K 0.11% 76
2026
Q2 		$3.46M Buy
8,221
+143
+2% +$56.9K 0.15% 61
2026
Q1 		$3M Buy
8,078
+188
+2% +$77.4K 0.14% 62
2025
Q4 		$3.55M Buy
7,890
+721
+10% +$320K 0.17% 57
2025
Q3 		$3.19M Buy
7,169
+737
+11% +$256K 0.16% 58
2025
Q2 		$2.04M Buy
6,432
+1,382
+27% +$416K 0.11% 77
2025
Q1 		$1.31M Sell
5,050
-160
-3% -$53.3K 0.08% 94
2024
Q4 		$2.1M Buy
5,210
+1,050
+25% +$338K 0.13% 69
2024
Q3 		$1.09M Buy
4,160
+130
+3% +$29.6K 0.07% 106
2024
Q2 		$797K Buy
4,030
+291
+8% +$50.9K 0.05% 109
2024
Q1 		$657K Sell
3,739
-258
-6% -$50.4K 0.05% 121
2023
Q4 		$993K Buy
3,997
+278
+7% +$66.1K 0.07% 94
2023
Q3 		$931K Buy
3,719
+1,192
+47% +$306K 0.08% 93
2023
Q2 		$661K Buy
2,527
+84
+3% +$16.8K 0.05% 113
2023
Q1 		$507K Buy
2,443
+488
+25% +$85.1K 0.04% 116
2022
Q4 		$241K Buy
1,955
+72
+4% +$13.6K 0.02% 177
2022
Q3 		$499K Buy
1,883
+299
+19% +$83.5K 0.05% 108
2022
Q2 		$356K Buy
1,584
+51
+3% +$13.9K 0.03% 138
2022
Q1 		$551K Buy
1,533
+153
+11% +$47.7K 0.05% 112
2021
Q4 		$486K Buy
1,380
+198
+17% +$66.4K 0.04% 110
2021
Q3 		$306K Buy
1,182
+114
+11% +$26.8K 0.03% 135
2021
Q2 		$242K Sell
1,068
-12
-1% -$2.6K 0.02% 144
2021
Q1 		$240K Buy
1,080
+132
+14% +$33.1K 0.02% 146
2020
Q4 		$223K Buy
+948
New +$162K 0.03% 144

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Klingman & Associates reduced its Tesla (TSLA) stake by 5.3% in Q3 2026, selling an estimated $155K and leaving 7,787 shares worth $2.76M. The position accounts for 0.11% of the portfolio, ranked #76.

Klingman & Associates first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.55M in Q4 2025. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Klingman & Associates held 7,787 shares of Tesla worth $2.76M as of Q3 2026.
  • Klingman & Associates sold 434 Tesla shares in Q3 2026, an estimated $155K.
  • Tesla made up 0.11% of Klingman & Associates's portfolio in Q3 2026, its #76 holding.
  • Klingman & Associates first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • Klingman & Associates's Tesla position peaked at $3.55M in Q4 2025.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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