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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Klingman & Associates's TSLA Position: Q2 2026 in Review

Klingman & Associates increased its Tesla (TSLA) stake by 1.8% in Q2 2026, buying an estimated $56.9K and bringing the position to 8,221 shares worth $3.46M. The position accounts for 0.15% of the portfolio, ranked #61.

Klingman & Associates first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.55M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Klingman & Associates held 8,221 shares of Tesla worth $3.46M as of Q2 2026.
  • Klingman & Associates bought 143 Tesla shares in Q2 2026, an estimated $56.9K.
  • Tesla made up 0.15% of Klingman & Associates's portfolio in Q2 2026, its #61 holding.
  • Klingman & Associates first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Klingman & Associates's Tesla position peaked at $3.55M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.