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 $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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's TSLA Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Tesla (TSLA) stake by 0.2% in Q2 2026, selling an estimated $63.2K and leaving 79,333 shares worth $33.4M. The position accounts for 0.74% of the portfolio, ranked #31.

Kovitz Investment Group Partners first reported a position in TSLA in Q2 2020 and has held it in 22 quarters since. The position peaked at $70M in Q3 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kovitz Investment Group Partners held 79,333 shares of Tesla worth $33.4M as of Q2 2026.
  • Kovitz Investment Group Partners sold 159 Tesla shares in Q2 2026, an estimated $63.2K.
  • Tesla made up 0.74% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #31 holding.
  • Kovitz Investment Group Partners first reported a position in Tesla in Q2 2020 and has held it in 22 quarters since.
  • Kovitz Investment Group Partners's Tesla position peaked at $70M in Q3 2025.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.