Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Candel Therapeutics CADL Stock Holding History

Kovitz Investment Group Partners’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-79,316
Closed -$405K – 576
2025
Q3 		$405K Buy
+79,316
New +$458K ﹤0.01% 1107
2025
Q1 		– Sell
-20,000
Closed -$174K – 1255
2024
Q4 		$174K Buy
+20,000
New +$118K ﹤0.01% 1178

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ACA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Candel Therapeutics (CADL) in Q4 2025, closing a stake of 79,316 shares — an estimated $405K sold.

Kovitz Investment Group Partners first reported a position in CADL in Q4 2024 and held it in 2 quarters. The position peaked at $405K in Q3 2025. 84 funds tracked by Wall St. Rank hold CADL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Candel Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 79,316 Candel Therapeutics shares in Q4 2025, an estimated $405K.
  • Kovitz Investment Group Partners first reported a position in Candel Therapeutics in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Candel Therapeutics position peaked at $405K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Candel Therapeutics as of Q4 2025.

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