Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Liberty Media Series A FWONA Stock Holding History

Kovitz Investment Group Partners’s Portfolio FWONA Stock Details FWONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,110
Closed -$487K – 779
2025
Q3 		$487K Buy
5,110
+13
+0.3% +$1.19K ﹤0.01% 1046
2025
Q2 		$484K Sell
5,097
-4
-0.1% -$338 ﹤0.01% 981
2025
Q1 		$416K Sell
5,101
-436
-8% -$37.1K ﹤0.01% 959
2024
Q4 		$465K Buy
5,537
+19
+0.3% +$1.48K ﹤0.01% 915
2024
Q3 		$395K Buy
+5,518
New +$387K ﹤0.01% 800

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ACM
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BlackRock
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SC
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Janus Henderson Group
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DCP
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