Kovitz Investment Group Partners
BBH icon

Kovitz Investment Group Partners’s VanEck Biotech ETF BBH Stock Holding History

Kovitz Investment Group Partners’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,186
Closed -$500K – 1251
2024
Q4 		$500K Hold
3,186
– – ﹤0.01% 888
2024
Q3 		$565K Buy
3,186
+141
+5% +$25K ﹤0.01% 736
2024
Q2 		$513K Hold
3,045
– – ﹤0.01% 652
2024
Q1 		$506K Buy
+3,045
New +$504K 0.01% 504

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TWC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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UBS Group
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Northwestern Mutual Wealth Management
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Kovitz Investment Group Partners's BBH Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of VanEck Biotech ETF (BBH) in Q1 2025, closing a stake of 3,186 shares — an estimated $500K sold.

Kovitz Investment Group Partners first reported a position in BBH in Q1 2024 and held it in 4 quarters. The position peaked at $565K in Q3 2024. 104 funds tracked by Wall St. Rank hold BBH as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining VanEck Biotech ETF position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,186 VanEck Biotech ETF shares in Q1 2025, an estimated $500K.
  • Kovitz Investment Group Partners first reported a position in VanEck Biotech ETF in Q1 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's VanEck Biotech ETF position peaked at $565K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.