Kovitz Investment Group Partners
FT

Kovitz Investment Group Partners’s Franklin Universal Trust FT Stock Holding History

Kovitz Investment Group Partners’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,463
Closed -$197K – 768
2025
Q3 		$197K Buy
24,463
+2,375
+11% +$18.7K ﹤0.01% 1341
2025
Q2 		$168K Buy
22,088
+609
+3% +$4.51K ﹤0.01% 1297
2025
Q1 		$162K Buy
+21,479
New +$161K ﹤0.01% 1191

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