Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Gates Industrial Corp GTES Stock Holding History

Kovitz Investment Group Partners’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,536
Closed -$460K – 808
2025
Q3 		$460K Buy
+18,536
New +$460K ﹤0.01% 1065

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Gates Industrial Corp (GTES) in Q4 2025, closing a stake of 18,536 shares — an estimated $460K sold.

Kovitz Investment Group Partners first reported a position in GTES in Q3 2025 and held it in 1 quarter. The position peaked at $460K in Q3 2025. 378 funds tracked by Wall St. Rank hold GTES as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Gates Industrial Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 18,536 Gates Industrial Corp shares in Q4 2025, an estimated $460K.
  • Kovitz Investment Group Partners first reported a position in Gates Industrial Corp in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Gates Industrial Corp position peaked at $460K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2025.

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