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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