Kovitz Investment Group Partners
ML

Kovitz Investment Group Partners’s MoneyLion Inc. ML Stock Holding History

Kovitz Investment Group Partners’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$865K – 1415
2025
Q1 		$865K Sell
10,000
-37,507
-79% -$3.26M ﹤0.01% 776
2024
Q4 		$4.09M Buy
+47,507
New +$3.2M 0.02% 439

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kovitz Investment Group Partners's ML Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 10,000 shares — an estimated $865K sold.

Kovitz Investment Group Partners first reported a position in ML in Q4 2024 and held it in 2 quarters. The position peaked at $4.09M in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,000 MoneyLion Inc. shares in Q2 2025, an estimated $865K.
  • Kovitz Investment Group Partners first reported a position in MoneyLion Inc. in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's MoneyLion Inc. position peaked at $4.09M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.