Kovitz Investment Group Partners, LLC Sells in Q3 2025

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-614K
- 77.44%
$218.96 - $328.33 $135M - $202M
179K $50.3M
MRK
Merck & Co., Inc.

Healthcare
-937K
- 71.83%
$77.6 - $87.37 $72.7M - $81.8M
367K $30.8M
PPG
Ppg Industries Inc

Basic Materials
-374K
- 87.34%
$103.65 - $119.07 $38.8M - $44.5M
54.2K $5.7M
KMX
Carmax Inc

Consumer Cyclical
-2.7K
- 0.17%
$44.86 - $71.57 $121K - $193K
1.63M $73.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-482K
- 19.7%
$50.47 - $50.74 $24.3M - $24.5M
1.96M $99.7M
DHR
Danaher Corp

Healthcare
-124K
- 24.68%
$181.46 - $212.2 $22.6M - $26.4M
380K $75.3M
JNJ
Johnson & Johnson

Healthcare
-201K
- 44.98%
$155.17 - $185.42 $31.2M - $37.3M
246K $45.6M
SCHW
Schwab Charles Corp

Financial Services
-334K
- 12.54%
$91.03 - $98.69 $30.4M - $33M
2.33M $222M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-320K
- 21.11%
$70.77 - $73.59 $22.7M - $23.6M
1.2M $87.7M
MSI
Motorola Solutions, Inc.

Technology
-47.7K
- 80.02%
$408.73 - $490.3 $19.5M - $23.4M
11.9K $5.45M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-307K
- 61.68%
$57.5 - $61.94 $17.7M - $19M
191K $11.8M
DE
Deere & CO

Industrials
-17.7K
- 10.05%
$457.26 - $524.37 $8.07M - $9.26M
158K $72.3M
PGR
Progressive Corp

Financial Services
-53.6K
- 34.35%
$238.61 - $264.3 $12.8M - $14.2M
102K $25.3M
AXP
American Express CO

Financial Services
-55.6K
- 18.23%
$294.27 - $342.31 $16.4M - $19M
249K $82.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-117K
- 20.07%
$117.65 - $120.08 $13.8M - $14M
466K $55.7M
META
Meta Platforms, Inc.

Communication Services
-16.2K
- 3.89%
$695.21 - $791.73 $11.2M - $12.8M
399K $293M
ZTS
Zoetis Inc.

Healthcare
-77.2K
- 36.2%
$141.13 - $159.19 $10.9M - $12.3M
136K $19.9M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-96.5K
- 10.76%
$94.03 - $117.16 $9.08M - $11.3M
801K $75.6M
BAC
Bank Of America Corp

Financial Services
-332K
- 28.6%
$44.92 - $52.42 $14.9M - $17.4M
830K $42.8M
OKE
Oneok Inc

Energy
-106K
- 33.53%
$71.36 - $83.47 $7.59M - $8.88M
211K $15.4M
CPRT
Copart Inc

Consumer Cyclical
-145K
- 15.04%
$44.6 - $49.97 $6.46M - $7.24M
819K $36.8M
MAR
Marriott International Inc

Consumer Cyclical
-36.8K
- 81.95%
$255.35 - $282.87 $9.39M - $10.4M
8.1K $2.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-140K
- 16.0%
$215.01 - $273.02 $30.2M - $38.3M
737K $185M
PULS
Pgim ETF Tr

ETFs
-179K
- 91.78%
$49.58 - $49.83 $8.86M - $8.9M
16K $797K
HWM
Howmet Aerospace Inc.

Industrials
-52.4K
- 31.47%
$171.0 - $196.23 $8.96M - $10.3M
114K $22.4M
V
Visa Inc.

Financial Services
-889
- 0.17%
$332.09 - $358.86 $295K - $319K
534K $182M
SBUX
Starbucks Corp

Consumer Cyclical
-78.4K
- 58.57%
$81.9 - $96.86 $6.42M - $7.59M
55.5K $4.69M
XLP
Consumer Staples Sector Spdr

ETFs
-82.9K
- 94.04%
N/A
5.25K $399K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50.8K
- 11.57%
$181.56 - $190.33 $9.21M - $9.66M
388K $73.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-22.8K
- 30.62%
$291.67 - $316.99 $6.64M - $7.22M
51.6K $15.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-267K
- 5.08%
$22.84 - $22.95 $6.1M - $6.13M
4.99M $115M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-116K
- 66.57%
$49.57 - $52.57 $5.76M - $6.11M
58.4K $2.91M
ALL
Allstate Corp

Financial Services
-36K
- 23.02%
$192.0 - $214.65 $6.9M - $7.72M
120K $25.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-51.8K
- 47.14%
$98.52 - $103.93 $5.1M - $5.38M
58.1K $5.98M
MBB
Ishares Tr

ETFs
-58.6K
- 8.33%
$92.46 - $95.73 $5.42M - $5.61M
645K $61.3M
TFLO
Ishares Treasury Floating Rate

ETFs
-92K
- 25.7%
$50.45 - $50.65 $4.64M - $4.66M
266K $13.5M
CEG
Constellation Energy Corp

Utilities
-16.8K
- 9.4%
$298.82 - $354.89 $5.03M - $5.97M
162K $53.4M
CROX
Crocs, Inc.

Consumer Cyclical
-32.7K
- 36.5%
$74.39 - $108.79 $2.43M - $3.55M
56.8K $4.75M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-67.5K
- 49.06%
$61.56 - $66.95 $4.16M - $4.52M
70.1K $4.69M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-423K
- 15.4%
$7.72 - $8.46 $3.27M - $3.58M
2.32M $18.1M
IGOV
Ishares 1 3 International Trea

ETFs
-87.6K
- 16.71%
$41.44 - $43.19 $3.63M - $3.78M
437K $18.6M
KO
Coca Cola CO

Consumer Defensive
-45.7K
- 29.25%
$65.67 - $71.67 $3M - $3.27M
110K $7.32M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-180K
- 65.57%
$21.0 - $23.0 $3.78M - $4.14M
94.6K $2.18M
MPLX
Mplx LP

Energy
-70.1K
- 91.53%
$49.42 - $52.71 $3.47M - $3.7M
6.49K $324K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-70.6K
- 52.18%
$46.51 - $50.07 $3.29M - $3.54M
64.7K $3.04M
UNH
Unitedhealth Group Inc

Healthcare
-29.1K
- 14.91%
$237.77 - $353.61 $6.93M - $10.3M
166K $57.4M
SHW
Sherwin Williams CO

Basic Materials
-10.4K
- 33.64%
$330.88 - $375.23 $3.44M - $3.9M
20.5K $7.1M
ET
Energy Transfer LP

Energy
-178K
- 63.61%
$17.11 - $18.16 $3.05M - $3.24M
102K $1.75M
HON
Honeywell International Inc

Industrials
-5.7K
- 6.06%
$207.7 - $240.4 $1.18M - $1.37M
88.4K $18.6M
Activity Summary
Buys All Purchases 780 New Holdings 138 Increased Positions 642 Sells All Sells 546 Reductions 546 Sold out 0 Options Calls 2 Puts 2
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