Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Compass COMP Stock Holding History

Kovitz Investment Group Partners’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,314
Closed -$155K – 618
2025
Q3 		$155K Buy
19,314
+1,303
+7% +$10.6K ﹤0.01% 1353
2025
Q2 		$113K Buy
18,011
+3,573
+25% +$24.5K ﹤0.01% 1319
2025
Q1 		$126K Buy
+14,438
New +$114K ﹤0.01% 1204

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SIAU
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MC
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AM
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SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Compass (COMP) in Q4 2025, closing a stake of 19,314 shares — an estimated $155K sold.

Kovitz Investment Group Partners first reported a position in COMP in Q1 2025 and held it in 3 quarters. The position peaked at $155K in Q3 2025. 371 funds tracked by Wall St. Rank hold COMP as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Compass position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,314 Compass shares in Q4 2025, an estimated $155K.
  • Kovitz Investment Group Partners first reported a position in Compass in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Compass position peaked at $155K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Compass as of Q4 2025.

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