Kovitz Investment Group Partners
FDS icon

Kovitz Investment Group Partners’s Factset FDS Stock Holding History

Kovitz Investment Group Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,089
Closed -$2.6M – 743
2025
Q3 		$2.6M Sell
9,089
-413
-4% -$158K 0.01% 587
2025
Q2 		$4.25M Buy
9,502
+17
+0.2% +$7.45K 0.02% 472
2025
Q1 		$4.31M Buy
9,485
+99
+1% +$45.1K 0.02% 430
2024
Q4 		$4.51M Buy
9,386
+175
+2% +$83.1K 0.02% 416
2024
Q3 		$4.07M Buy
+9,211
New +$3.91M 0.03% 376

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

Kovitz Investment Group Partners sold out of Factset (FDS) in Q4 2025, closing a stake of 9,089 shares — an estimated $2.6M sold.

Kovitz Investment Group Partners first reported a position in FDS in Q3 2024 and held it in 5 quarters. The position peaked at $4.51M in Q4 2024. 795 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,089 Factset shares in Q4 2025, an estimated $2.6M.
  • Kovitz Investment Group Partners first reported a position in Factset in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Factset position peaked at $4.51M in Q4 2024.
  • 795 funds tracked by Wall St. Rank held Factset as of Q4 2025.

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