Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dolby DLB Stock Holding History

Kovitz Investment Group Partners’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,122
Closed -$226K – 664
2025
Q3 		$226K Sell
3,122
-803
-20% -$59K ﹤0.01% 1307
2025
Q2 		$291K Sell
3,925
-435
-10% -$32.6K ﹤0.01% 1150
2025
Q1 		$350K Sell
4,360
-1,061
-20% -$86.6K ﹤0.01% 1005
2024
Q4 		$423K Sell
5,421
-3,054
-36% -$233K ﹤0.01% 944
2024
Q3 		$626K Sell
8,475
-2,909
-26% -$217K ﹤0.01% 717
2024
Q2 		$902K Sell
11,384
-2,094
-16% -$168K 0.01% 554
2024
Q1 		$1.13M Buy
+13,478
New +$1.11M 0.01% 388

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Dolby (DLB) in Q4 2025, closing a stake of 3,122 shares — an estimated $226K sold.

Kovitz Investment Group Partners first reported a position in DLB in Q1 2024 and held it in 7 quarters. The position peaked at $1.13M in Q1 2024. 403 funds tracked by Wall St. Rank hold DLB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Dolby position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,122 Dolby shares in Q4 2025, an estimated $226K.
  • Kovitz Investment Group Partners first reported a position in Dolby in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Dolby position peaked at $1.13M in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Dolby as of Q4 2025.

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