Kovitz Investment Group Partners
BTC

Kovitz Investment Group Partners’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Kovitz Investment Group Partners’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,180
Closed -$313K – 1390
2025
Q3 		$313K Buy
6,180
+1,282
+26% +$65K ﹤0.01% 1186
2025
Q2 		$234K Buy
+4,898
New +$214K ﹤0.01% 1228

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

Kovitz Investment Group Partners sold out of Grayscale Bitcoin Mini Trust ETF (BTC) in Q4 2025, closing a stake of 6,180 shares — an estimated $313K sold.

Kovitz Investment Group Partners first reported a position in BTC in Q2 2025 and held it in 2 quarters. The position peaked at $313K in Q3 2025. 515 funds tracked by Wall St. Rank hold BTC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Grayscale Bitcoin Mini Trust ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,180 Grayscale Bitcoin Mini Trust ETF shares in Q4 2025, an estimated $313K.
  • Kovitz Investment Group Partners first reported a position in Grayscale Bitcoin Mini Trust ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Grayscale Bitcoin Mini Trust ETF position peaked at $313K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q4 2025.

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