Kovitz Investment Group Partners
GVIP icon

Kovitz Investment Group Partners’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Kovitz Investment Group Partners’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Hold
7,519
– – 0.03% 311
2025
Q4 		$1.16M Buy
7,519
+25
+0.3% +$3.83K 0.03% 298
2025
Q3 		$1.15M Hold
7,494
– – ﹤0.01% 810
2025
Q2 		$1.04M Buy
+7,494
New +$937K ﹤0.01% 800

Other funds holding GVIP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners's GVIP Position: Q1 2026 in Review

Kovitz Investment Group Partners held its Goldman Sachs Hedge Industry VIP ETF (GVIP) position steady in Q1 2026 at 7,519 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #311.

Kovitz Investment Group Partners first reported a position in GVIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2025. 65 funds tracked by Wall St. Rank hold GVIP as of Q1 2026.

  • Kovitz Investment Group Partners held 7,519 shares of Goldman Sachs Hedge Industry VIP ETF worth $1.1M as of Q1 2026.
  • Kovitz Investment Group Partners left its Goldman Sachs Hedge Industry VIP ETF share count unchanged in Q1 2026.
  • Goldman Sachs Hedge Industry VIP ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #311 holding.
  • Kovitz Investment Group Partners first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q2 2025 and has held it in 4 quarters since.
  • Kovitz Investment Group Partners's Goldman Sachs Hedge Industry VIP ETF position peaked at $1.16M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.