Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Kovitz Investment Group Partners’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,082
Closed -$604K – 483
2025
Q3 		$604K Hold
27,082
– – ﹤0.01% 969
2025
Q2 		$588K Buy
+27,082
New +$534K ﹤0.01% 931

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Kovitz Investment Group Partners's ADX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Adams Diversified Equity Fund (ADX) in Q4 2025, closing a stake of 27,082 shares — an estimated $604K sold.

Kovitz Investment Group Partners first reported a position in ADX in Q2 2025 and held it in 2 quarters. The position peaked at $604K in Q3 2025. 201 funds tracked by Wall St. Rank hold ADX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Adams Diversified Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 27,082 Adams Diversified Equity Fund shares in Q4 2025, an estimated $604K.
  • Kovitz Investment Group Partners first reported a position in Adams Diversified Equity Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Adams Diversified Equity Fund position peaked at $604K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.