Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Cboe Global Markets CBOE Stock Holding History

Kovitz Investment Group Partners’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Sell
50,997
-28,050
-35% -$8.58M 0.27% 90
2026
Q1 		$22.2M Sell
79,047
-15,024
-16% -$4.18M 0.52% 50
2025
Q4 		$23.6M Sell
94,071
-12,608
-12% -$3.14M 0.52% 43
2025
Q3 		$26.2M Sell
106,679
-579
-0.5% -$139K 0.1% 183
2025
Q2 		$25M Sell
107,258
-690
-0.6% -$154K 0.11% 172
2025
Q1 		$24.4M Sell
107,948
-2,298
-2% -$477K 0.12% 147
2024
Q4 		$21.6M Buy
110,246
+38,114
+53% +$7.85M 0.11% 165
2024
Q3 		$12.8M Buy
72,132
+6,281
+10% +$1.23M 0.09% 188
2024
Q2 		$11.2M Buy
65,851
+60,719
+1,183% +$10.8M 0.1% 162
2024
Q1 		$943K Buy
5,132
+1
+0% +$185 0.01% 420
2023
Q4 		$916K Hold
5,131
– – 0.02% 297
2023
Q3 		$802K Hold
5,131
– – 0.01% 300
2023
Q2 		$708K Sell
5,131
-3,574
-41% -$488K 0.01% 317
2023
Q1 		$1.17M Buy
8,705
+5,131
+144% +$644K 0.02% 272
2022
Q4 		$448K Hold
3,574
– – 0.01% 339
2022
Q3 		$419K Hold
3,574
– – 0.01% 333
2022
Q2 		$405K Sell
3,574
-600
-14% -$67.4K 0.01% 350
2022
Q1 		$478K Buy
+4,174
New +$494K 0.01% 345
2021
Q4 		– Sell
-4,174
Closed -$517K – 409
2021
Q3 		$517K Buy
+4,174
New +$510K 0.01% 350
2018
Q1 		– Sell
-3,026
Closed -$377K – 143
2017
Q4 		$377K Hold
3,026
– – 0.02% 130
2017
Q3 		$326K Buy
+3,026
New +$298K 0.02% 135

Other funds holding CBOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kovitz Investment Group Partners's CBOE Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Cboe Global Markets (CBOE) stake by 35% in Q2 2026, selling an estimated $8.58M and leaving 50,997 shares worth $12.4M. The position accounts for 0.27% of the portfolio, ranked #90.

Kovitz Investment Group Partners first reported a position in CBOE in Q3 2017 and has held it in 21 quarters since. The position peaked at $26.2M in Q3 2025. 985 funds tracked by Wall St. Rank hold CBOE as of Q2 2026.

  • Kovitz Investment Group Partners held 50,997 shares of Cboe Global Markets worth $12.4M as of Q2 2026.
  • Kovitz Investment Group Partners sold 28,050 Cboe Global Markets shares in Q2 2026, an estimated $8.58M.
  • Cboe Global Markets made up 0.27% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #90 holding.
  • Kovitz Investment Group Partners first reported a position in Cboe Global Markets in Q3 2017 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's Cboe Global Markets position peaked at $26.2M in Q3 2025.
  • 985 funds tracked by Wall St. Rank held Cboe Global Markets as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.