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
IQV
Iqvia Holdings Inc.

Healthcare
-17.9K
- 62.27%
$137.0 - $174.37 $2.45M - $3.12M
10.9K $1.71M
PCAR
Paccar Inc

Industrials
-4.66K
- 0.37%
$86.4 - $99.09 $402K - $461K
1.26M $120M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-30.4K
- 46.34%
$105.23 - $109.61 $3.2M - $3.33M
35.2K $3.85M
MAN
Manpower Group Inc.

Industrials
-6.17K
- 3.61%
$38.37 - $58.77 $237K - $362K
165K $6.65M
OEF
Ishares S&P 100 ETF

ETFs
-12.1K
- 3.23%
N/A
361K $96.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
-101K
- 45.49%
$29.0 - $30.68 $2.93M - $3.1M
121K $3.72M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-53.3K
- 38.9%
$51.14 - $57.0 $2.72M - $3.04M
83.7K $4.76M
NSC
Norfolk Southern Corp

Industrials
-17K
- 23.21%
$206.34 - $257.46 $3.5M - $4.36M
56.1K $14.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-77.6K
- 32.22%
$45.98 - $56.15 $3.57M - $4.36M
163K $9.17M
IWM
Ishares Russell 2000 ETF

ETFs
-31K
- 12.88%
$174.82 - $215.79 $5.42M - $6.69M
210K $45.2M
HPQ
Hp Inc

Technology
-96.1K
- 80.33%
$21.88 - $29.32 $2.1M - $2.82M
23.5K $575K
ECL
Ecolab Inc.

Basic Materials
-9.8K
- 58.7%
$225.65 - $270.95 $2.21M - $2.66M
6.9K $1.86M
DOW
Dow Inc.

Basic Materials
-34.7K
- 20.96%
$25.81 - $34.89 $895K - $1.21M
131K $3.46M
CCI
Crown Castle International Corp

Real Estate
-21.7K
- 71.64%
$94.83 - $107.06 $2.06M - $2.32M
8.58K $881K
AA
Alcoa Corp

Basic Materials
-72.9K
- 89.18%
$22.57 - $30.84 $1.65M - $2.25M
8.85K $261K
AMT
American Tower Corp

Real Estate
-11.5K
- 11.76%
$203.96 - $228.19 $2.34M - $2.62M
86K $19M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-188K
- 93.17%
$10.29 - $11.24 $1.93M - $2.11M
13.8K $150K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-2.45K
- 2.77%
$67.83 - $92.33 $166K - $226K
86.1K $6.25M
HAYW
Hayward Holdings, Inc.

Industrials
-114K
- 4.11%
$11.32 - $14.76 $1.29M - $1.69M
2.66M $36.7M
BAX
Baxter International Inc

Healthcare
-50.5K
- 55.63%
$27.8 - $34.02 $1.4M - $1.72M
40.3K $1.22M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-48.2K
- 2.61%
$51.68 - $52.76 $2.49M - $2.54M
1.79M $94.6M
L
Loews Corp

Financial Services
-19.4K
- 28.36%
$80.89 - $92.09 $1.57M - $1.79M
49K $4.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-18.1K
- 5.26%
$91.43 - $91.74 $1.65M - $1.66M
325K $29.9M
PAA
Plains All American Pipeline LP

Energy
-17.8K
- 2.72%
$16.03 - $20.28 $286K - $361K
638K $11.7M
CHDN
Churchill Downs Inc

Consumer Cyclical
-322
- 0.24%
$87.99 - $111.79 $28.3K - $36K
136K $13.7M
AZO
Autozone Inc

Consumer Cyclical
-162
- 2.07%
$3478.38 - $3880.15 $563K - $629K
7.67K $28.5M
CHRD
Oasis Petroleum Inc.

Energy
-8.93K
- 27.13%
$82.03 - $113.54 $733K - $1.01M
24K $2.32M
APA
Apa Corp

Energy
-60K
- 70.21%
$14.03 - $21.24 $842K - $1.27M
25.4K $465K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-17K
- 54.64%
$75.33 - $94.56 $1.28M - $1.61M
14.1K $1.33M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-18.1K
- 13.16%
$63.54 - $68.5 $1.15M - $1.24M
119K $8.04M
GM
General Motors CO

Consumer Cyclical
-46.1K
- 9.98%
$42.48 - $50.46 $1.96M - $2.32M
416K $20.4M
ALB
Albemarle Corp

Basic Materials
-7.45K
- 8.94%
$50.76 - $72.25 $378K - $538K
75.9K $4.76M
EW
Edwards Lifesciences Corp

Healthcare
-18.9K
- 37.77%
$67.07 - $78.22 $1.27M - $1.48M
31.2K $2.44M
IXUS
Ishares Tr

ETFs
-27.4K
- 21.38%
$62.37 - $77.63 $1.71M - $2.13M
101K $7.79M
GD
General Dynamics Corp

Industrials
-6.19K
- 16.94%
$247.68 - $291.66 $1.53M - $1.81M
30.4K $8.85M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-128K
- 51.56%
$6.47 - $8.05 $826K - $1.03M
120K $924K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-111K
- 9.07%
$10.6 - $12.44 $1.17M - $1.37M
1.11M $13.7M
WLK
Westlake Corp

Basic Materials
-8.89K
- 60.61%
$69.83 - $102.01 $621K - $907K
5.78K $438K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-11K
- 32.46%
$81.46 - $94.63 $897K - $1.04M
22.9K $2.17M
TAP
Molson Coors Beverage CO

Consumer Defensive
-3.07K
- 4.95%
$47.24 - $62.46 $145K - $192K
59K $2.84M
BKR
Baker Hughes CO

Energy
-3.87K
- 2.81%
$35.0 - $44.92 $136K - $174K
134K $5.13M
APD
Air Products & Chemicals, Inc.

Basic Materials
-305
- 0.51%
$248.61 - $294.96 $75.8K - $90K
59.7K $16.8M
OVV
Ovintiv Inc.

Energy
-12.2K
- 16.14%
$31.18 - $44.14 $381K - $539K
63.5K $2.41M
INCY
Incyte Corp

Healthcare
-14.1K
- 68.49%
$55.17 - $71.22 $779K - $1.01M
6.5K $442K
CPT
Camden Property Trust

Real Estate
-5.38K
- 26.04%
$106.53 - $122.8 $573K - $660K
15.3K $1.72M
NKE
Nike, Inc.

Consumer Cyclical
-22.8K
- 20.12%
$53.27 - $72.04 $1.21M - $1.64M
90.6K $6.43M
BBDC
Barings Bdc, Inc.

Financial Services
-32.6K
- 3.04%
$7.89 - $9.51 $257K - $310K
1.04M $9.51M
CROX
Crocs, Inc.

Consumer Cyclical
-2.53K
- 2.75%
$88.67 - $120.26 $224K - $304K
89.5K $9.06M
COF
Capital One Financial Corp

Financial Services
-26.7K
- 17.71%
$150.57 - $212.76 $4.02M - $5.68M
124K $26.4M
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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