Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Tesla TSLA Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$29.6M Buy
79,492
+2,352
+3% +$969K 0.69% 33
2025
Q4 		$34.7M Sell
77,140
-80,269
-51% -$35.6M 0.77% 30
2025
Q3 		$70M Buy
157,409
+11,291
+8% +$3.92M 0.27% 79
2025
Q2 		$46.4M Buy
146,118
+11,391
+8% +$3.43M 0.2% 104
2025
Q1 		$34.9M Buy
134,727
+12,954
+11% +$4.32M 0.18% 116
2024
Q4 		$49.2M Sell
121,773
-18,804
-13% -$6.05M 0.24% 90
2024
Q3 		$27.7M Buy
140,577
+59,040
+72% +$13.5M 0.2% 99
2024
Q2 		$16.1M Buy
81,537
+74,393
+1,041% +$13M 0.14% 114
2024
Q1 		$1.26M Buy
7,144
+6,015
+533% +$1.18M 0.02% 370
2023
Q4 		$281K Buy
1,129
+239
+27% +$56.8K ﹤0.01% 366
2023
Q3 		$223K Sell
890
-164
-16% -$42.1K ﹤0.01% 376
2023
Q2 		$276K Sell
1,054
-1,100
-51% -$220K ﹤0.01% 374
2023
Q1 		$447K Buy
+2,154
New +$376K 0.01% 354
2022
Q2 		– Sell
-2,880
Closed -$1.03M – 427
2022
Q1 		$1.03M Sell
2,880
-1,695
-37% -$528K 0.02% 290
2021
Q4 		$1.08M Buy
4,575
+2,052
+81% +$688K 0.03% 268
2021
Q3 		$652K Sell
2,523
-3,702
-59% -$871K 0.01% 333
2021
Q2 		$1.41M Buy
6,225
+3,270
+111% +$710K 0.03% 267
2021
Q1 		$658K Sell
2,955
-1,620
-35% -$407K 0.02% 326
2020
Q4 		$1.08M Buy
4,575
+1,080
+31% +$184K 0.03% 263
2020
Q3 		$500K Sell
3,495
-315
-8% -$37.2K 0.01% 323
2020
Q2 		$274K Buy
+3,810
New +$206K 0.01% 345

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kovitz Investment Group Partners's TSLA Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Tesla (TSLA) stake by 3% in Q1 2026, buying an estimated $969K and bringing the position to 79,492 shares worth $29.6M. The position accounts for 0.69% of the portfolio, ranked #33.

Kovitz Investment Group Partners first reported a position in TSLA in Q2 2020 and has held it in 21 quarters since. The position peaked at $70M in Q3 2025. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Kovitz Investment Group Partners held 79,492 shares of Tesla worth $29.6M as of Q1 2026.
  • Kovitz Investment Group Partners bought 2,352 Tesla shares in Q1 2026, an estimated $969K.
  • Tesla made up 0.69% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #33 holding.
  • Kovitz Investment Group Partners first reported a position in Tesla in Q2 2020 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's Tesla position peaked at $70M in Q3 2025.
  • 4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.