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
AGYS
Agilysys Inc

Technology
-67
- 1.08%
$65.76 - $118.19 $4.41K - $7.92K
6.12K $701K
VMC
Vulcan Materials CO

Basic Materials
-336
- 2.62%
$226.49 - $276.01 $76.1K - $92.7K
12.5K $3.26M
HII
Huntington Ingalls Industries, Inc.

Industrials
-43
- 0.56%
$183.31 - $241.46 $7.88K - $10.4K
7.63K $1.84M
SNOW
Snowflake Inc.

Technology
-76
- 1.94%
$130.53 - $223.77 $9.92K - $17K
3.85K $861K
KR
Kroger CO

Consumer Defensive
-6.74K
- 3.31%
$64.62 - $74.0 $436K - $499K
197K $14.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-429
- 2.41%
$468.22 - $566.51 $201K - $243K
17.4K $9.84M
FLIN
Franklin Templeton ETF Tr

ETFs
-2.01K
- 1.4%
$35.01 - $39.98 $70.4K - $80.4K
141K $5.63M
EA
Electronic Arts Inc.

Communication Services
-608
- 2.05%
$132.53 - $159.7 $80.6K - $97.1K
29K $4.63M
PCT
Pure Cycle Technologies, Inc.

Industrials
-30
- 0.05%
$5.57 - $14.12 $167 - $424
55.1K $754K
RPRX
Royalty Pharma PLC

Healthcare
-5.82K
- 4.86%
$30.85 - $36.14 $180K - $210K
114K $4.11M
MLM
Martin Marietta Materials Inc

Basic Materials
-892
- 6.91%
$452.51 - $568.19 $404K - $507K
12K $6.6M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-5.55K
- 2.26%
$35.3 - $40.46 $196K - $225K
240K $9.71M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.75K
- 3.75%
$91.62 - $116.16 $160K - $203K
44.8K $5.2M
HEI
Heico Corp

Industrials
-282
- 2.65%
$236.44 - $328.0 $66.7K - $92.5K
10.3K $3.39M
NTR
Nutrien Ltd.

Basic Materials
-1.07K
- 1.43%
$46.88 - $62.89 $50K - $67.1K
73.4K $4.27M
ROK
Rockwell Automation, Inc

Industrials
-4.53K
- 16.07%
$218.97 - $332.17 $992K - $1.51M
23.7K $7.86M
CBOE
Cboe Global Markets, Inc.

Financial Services
-690
- 0.64%
$205.81 - $234.23 $142K - $162K
107K $25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.25K
- 0.7%
$39.89 - $49.46 $49.9K - $61.9K
178K $8.79M
VT
Vanguard Total World Stk Index

ETFs
-8.49K
- 5.85%
$103.16 - $128.52 $876K - $1.09M
137K $17.6M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-10.9K
- 0.4%
$7.0 - $8.06 $76.4K - $88K
2.75M $22.1M
NRG
Nrg Energy, Inc.

Utilities
-34.4K
- 35.65%
$83.61 - $162.67 $2.87M - $5.59M
62.1K $9.96M
DAL
Delta Air Lines, Inc.

Industrials
-2.52K
- 1.58%
$35.88 - $52.99 $90.5K - $134K
157K $7.73M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-4K
- 1.07%
$38.7 - $44.05 $155K - $176K
370K $16.3M
ADM
Archer Daniels Midland CO

Consumer Defensive
-429
- 0.25%
$41.79 - $54.16 $17.9K - $23.2K
171K $9.01M
BA
Boeing CO

Industrials
-943
- 3.54%
$136.59 - $217.51 $129K - $205K
25.7K $5.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
-426
- 6.17%
$321.63 - $509.31 $137K - $217K
6.47K $3.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
-4.15K
- 1.37%
$53.36 - $61.57 $221K - $255K
298K $18.3M
MGM
Mgm Resorts International

Consumer Cyclical
-6.69K
- 2.56%
$25.79 - $34.95 $173K - $234K
254K $8.74M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-574
- 5.1%
$177.93 - $313.14 $102K - $180K
10.7K $3.34M
EWJ
Ishares Msci Japan ETF

ETFs
-81
- 0.05%
$61.32 - $75.28 $4.97K - $6.1K
172K $12.9M
LEU
Centrus Energy Corp

Energy
-5.14K
- 28.74%
$54.43 - $208.81 $280K - $1.07M
12.7K $2.33M
ABT
Abbott Laboratories

Healthcare
-15.3K
- 1.48%
$123.95 - $138.08 $1.89M - $2.11M
1.01M $138M
FSLR
First Solar, Inc.

Technology
-689
- 1.73%
$120.38 - $192.98 $82.9K - $133K
39.2K $6.48M
MOS
Mosaic CO

Basic Materials
-507
- 0.32%
$22.76 - $36.95 $11.5K - $18.7K
158K $5.78M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-11.8K
- 1.45%
$16.45 - $20.92 $194K - $246K
803K $16.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
-20.3K
- 2.16%
$166.82 - $194.23 $3.39M - $3.95M
921K $179M
AMP
Ameriprise Financial Inc

Financial Services
-463
- 0.95%
$422.19 - $533.73 $195K - $247K
48.5K $25.9M
NEM
Newmont Corp

Basic Materials
-65.3K
- 10.84%
$44.18 - $59.46 $2.89M - $3.88M
537K $31.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.95K
- 0.44%
$35.77 - $42.27 $213K - $252K
1.34M $56.5M
TPR
Tapestry, Inc.

Consumer Cyclical
-2.75K
- 1.85%
$60.6 - $87.81 $167K - $242K
146K $12.8M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-6.49K
- 1.29%
$47.63 - $60.01 $309K - $389K
498K $29.6M
GLW
Corning Inc

Technology
-427
- 0.1%
$39.07 - $52.59 $16.7K - $22.5K
413K $21.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.62K
- 0.78%
$90.56 - $109.49 $600K - $725K
837K $91.5M
NOW
Service Now, Inc.

Technology
-955
- 5.11%
$721.65 - $1040.18 $689K - $993K
17.7K $18.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.1K
- 2.25%
$72.96 - $90.39 $1.03M - $1.27M
611K $54.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.01K
- 0.5%
$149.76 - $186.42 $302K - $375K
402K $74.9M
WMT
Walmart Inc.

Consumer Defensive
-14.5K
- 2.59%
$81.79 - $99.98 $1.19M - $1.45M
546K $53.4M
DIS
Walt Disney CO

Communication Services
-9.36K
- 2.72%
$81.72 - $124.01 $765K - $1.16M
334K $41.4M
VUG
Vanguard Growth ETF

ETFs
-2.88K
- 1.98%
$329.49 - $438.4 $948K - $1.26M
142K $62.3M
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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