Kovitz Investment Group Partners
CXH

Kovitz Investment Group Partners’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Kovitz Investment Group Partners’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-270,133
Closed -$2.12M – 635
2025
Q3 		$2.12M Buy
270,133
+216,623
+405% +$1.64M 0.01% 651
2025
Q2 		$409K Buy
+53,510
New +$408K ﹤0.01% 1046

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2025, closing a stake of 270,133 shares — an estimated $2.12M sold.

Kovitz Investment Group Partners first reported a position in CXH in Q2 2025 and held it in 2 quarters. The position peaked at $2.12M in Q3 2025. 32 funds tracked by Wall St. Rank hold CXH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 270,133 MFS Investment Grade Municipal Trust shares in Q4 2025, an estimated $2.12M.
  • Kovitz Investment Group Partners first reported a position in MFS Investment Grade Municipal Trust in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's MFS Investment Grade Municipal Trust position peaked at $2.12M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2025.

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