Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s CleanSpark CLSK Stock Holding History

Kovitz Investment Group Partners’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,357
Closed -$69.6K – 1363
2025
Q1 		$69.6K Sell
10,357
-222,672
-96% -$2.11M ﹤0.01% 1223
2024
Q4 		$2.15M Buy
233,029
+48,079
+26% +$581K 0.01% 558
2024
Q3 		$1.73M Buy
184,950
+85,388
+86% +$1.08M 0.01% 517
2024
Q2 		$1.59M Buy
99,562
+29,577
+42% +$497K 0.01% 460
2024
Q1 		$1.48M Buy
+69,985
New +$973K 0.02% 343

Other funds holding CLSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's CLSK Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of CleanSpark (CLSK) in Q2 2025, closing a stake of 10,357 shares — an estimated $69.6K sold.

Kovitz Investment Group Partners first reported a position in CLSK in Q1 2024 and held it in 5 quarters. The position peaked at $2.15M in Q4 2024. 307 funds tracked by Wall St. Rank hold CLSK as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining CleanSpark position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,357 CleanSpark shares in Q2 2025, an estimated $69.6K.
  • Kovitz Investment Group Partners first reported a position in CleanSpark in Q1 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's CleanSpark position peaked at $2.15M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held CleanSpark as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.