Kovitz Investment Group Partners, LLC Sells in Q2 2025

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-185K
- 48.64%
$274.35 - $599.47 $50.8M - $111M
195K $60.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-98K
- 22.61%
$483.48 - $539.8 $47.4M - $52.9M
335K $163M
PPG
Ppg Industries Inc

Basic Materials
-565K
- 56.9%
$91.66 - $115.04 $51.8M - $65M
428K $48.7M
SBUX
Starbucks Corp

Consumer Cyclical
-563K
- 80.79%
$79.69 - $99.41 $44.9M - $56M
134K $12.3M
MSI
Motorola Solutions, Inc.

Technology
-118K
- 66.49%
$394.72 - $440.39 $46.7M - $52.1M
59.6K $25.1M
HAS
Hasbro, Inc.

Consumer Cyclical
-720K
- 91.2%
$50.71 - $73.82 $36.5M - $53.1M
69.4K $5.13M
MRK
Merck & Co., Inc.

Healthcare
-204K
- 13.53%
$73.47 - $87.12 $15M - $17.8M
1.3M $103M
LOW
Lowes Companies Inc

Consumer Cyclical
-93.4K
- 9.62%
$210.83 - $235.28 $19.7M - $22M
878K $195M
AJG
Arthur J. Gallagher & Co.

Financial Services
-47.9K
- 9.81%
$310.86 - $348.77 $14.9M - $16.7M
441K $141M
V
Visa Inc.

Financial Services
-85.5K
- 13.79%
$308.27 - $373.31 $26.4M - $31.9M
535K $190M
RTX
Raytheon Technologies Corp

Industrials
-227K
- 23.09%
$113.75 - $148.48 $25.8M - $33.7M
757K $111M
APH
Amphenol Corp

Technology
-386K
- 66.76%
$59.09 - $98.75 $22.8M - $38.1M
192K $19M
AON
Aon PLC

Financial Services
-11.3K
- 3.46%
$335.85 - $398.81 $3.8M - $4.52M
316K $113M
CVX
Chevron Corp

Energy
-73.8K
- 25.8%
$133.73 - $168.51 $9.87M - $12.4M
212K $30.4M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-512K
- 36.31%
$67.22 - $100.51 $34.4M - $51.4M
897K $88.9M
MCO
Moodys Corp

Financial Services
-33K
- 61.99%
$396.7 - $501.59 $13.1M - $16.5M
20.2K $10.1M
CCL
Carnival Corp

Consumer Cyclical
-771K
- 93.09%
$16.43 - $28.12 $12.7M - $21.7M
57.3K $1.61M
CL
Colgate Palmolive CO

Consumer Defensive
-119K
- 76.27%
$87.57 - $96.0 $10.4M - $11.4M
37K $3.36M
BK
Bank Of New York Mellon Corp

Financial Services
-156K
- 34.92%
$73.31 - $91.62 $11.5M - $14.3M
291K $26.5M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-211K
- 86.0%
$47.55 - $50.44 $10M - $10.6M
34.3K $1.72M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-318K
- 62.43%
$29.52 - $35.31 $9.38M - $11.2M
191K $6.74M
PG
Procter & Gamble CO

Consumer Defensive
-46.9K
- 20.78%
$157.66 - $172.39 $7.4M - $8.09M
179K $28.5M
SPGI
S&P Global Inc.

Financial Services
-17K
- 48.28%
$438.31 - $527.29 $7.45M - $8.97M
18.2K $9.61M
JNJ
Johnson & Johnson

Healthcare
-13.7K
- 2.97%
$146.36 - $159.82 $2.01M - $2.19M
447K $68.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
-138K
- 11.31%
$58.63 - $59.9 $8.07M - $8.24M
1.08M $64.6M
IEF
Ishares Barclays

ETFs
-85.1K
- 6.21%
$93.15 - $96.56 $7.93M - $8.22M
1.29M $123M
VST
Vistra Corp.

Utilities
-75.6K
- 78.8%
$98.07 - $195.04 $7.41M - $14.7M
20.3K $3.94M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-65.6K
- 37.37%
$97.29 - $105.63 $6.38M - $6.93M
110K $11.2M
DE
Deere & CO

Industrials
-29.3K
- 14.28%
$412.99 - $531.48 $12.1M - $15.6M
176K $89.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-138K
- 20.3%
$51.16 - $62.02 $7.06M - $8.55M
542K $33.6M
MBB
Ishares Tr

ETFs
-63.2K
- 8.25%
$91.41 - $94.22 $5.78M - $5.96M
703K $66M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-62K
- 31.24%
$83.54 - $100.04 $5.18M - $6.21M
137K $13.6M
IYR
Ishares Tr

ETFs
-55.2K
- 36.69%
$84.48 - $96.25 $4.67M - $5.32M
95.3K $9.03M
MU
Micron Technology Inc

Technology
-148K
- 41.76%
$64.72 - $127.91 $9.55M - $18.9M
206K $25.4M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-324K
- 54.11%
$16.5 - $21.35 $5.35M - $6.92M
275K $5.86M
DEO
Diageo PLC

Consumer Defensive
-47.2K
- 75.52%
$99.86 - $115.75 $4.71M - $5.46M
15.3K $1.54M
KMB
Kimberly Clark Corp

Consumer Defensive
-33.9K
- 72.42%
$126.84 - $145.22 $4.3M - $4.92M
12.9K $1.66M
TGT
Target Corp

Consumer Defensive
-42K
- 31.65%
$88.76 - $105.77 $3.72M - $4.44M
90.6K $8.94M
STZ
Constellation Brands, Inc.

Consumer Defensive
-25.5K
- 73.15%
$160.0 - $195.62 $4.09M - $5M
9.38K $1.53M
DVY
Ishares Tr

ETFs
-34.9K
- 48.7%
$118.37 - $134.86 $4.13M - $4.7M
36.7K $4.88M
HAL
Halliburton CO

Energy
-144K
- 44.43%
$19.26 - $25.7 $2.77M - $3.69M
180K $3.66M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-221K
- 63.0%
$20.12 - $21.0 $4.44M - $4.63M
130K $2.71M
SYY
Sysco Corp

Consumer Defensive
-55K
- 37.43%
$68.0 - $75.91 $3.74M - $4.17M
91.9K $6.96M
ITW
Illinois Tool Works Inc

Industrials
-15.7K
- 50.26%
$218.41 - $252.43 $3.42M - $3.95M
15.5K $3.83M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8.38K
- 10.32%
$212.1 - $244.27 $1.78M - $2.05M
72.8K $15.9M
ERIE
Erie Indemnity CO

Financial Services
-22
- 0.04%
$340.45 - $423.93 $7.49K - $9.33K
52.8K $18.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-5.64K
- 81.38%
$483.07 - $625.6 $2.72M - $3.53M
1.29K $677K
AVUV
American Centy ETF Tr Avantis

ETFs
-63.5K
- 11.39%
$75.17 - $91.21 $4.77M - $5.79M
494K $45M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-120K
- 17.66%
$29.82 - $30.19 $3.57M - $3.62M
559K $16.9M
Activity Summary
Buys All Purchases 839 New Holdings 170 Increased Positions 669 Sells All Sells 459 Reductions 459 Sold out 0 Options Calls 1 Puts 5
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