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
2025
Q2 		– Sell
-588
Closed -$786K – 1401
2025
Q1 		$786K Buy
588
+500
+568% +$167K ﹤0.01% 801
2024
Q4 		$367K Buy
+88
New +$28.3K ﹤0.01% 987
2021
Q1 		– Sell
-144
Closed -$5K – 438
2020
Q4 		$5K Buy
+144
New +$24.6K ﹤0.01% 411

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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. 4,182 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.
  • 4,182 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.