Kovitz Investment Group Partners
MMU

Kovitz Investment Group Partners’s Western Asset Managed Municipals Fund MMU Stock Holding History

Kovitz Investment Group Partners’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,180
Closed -$105K – 987
2025
Q3 		$105K Buy
10,180
+167
+2% +$1.68K ﹤0.01% 1368
2025
Q2 		$99.1K Buy
+10,013
New +$99.2K ﹤0.01% 1325

Other funds holding MMU

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2025, closing a stake of 10,180 shares — an estimated $105K sold.

Kovitz Investment Group Partners first reported a position in MMU in Q2 2025 and held it in 2 quarters. The position peaked at $105K in Q3 2025. 116 funds tracked by Wall St. Rank hold MMU as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Western Asset Managed Municipals Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,180 Western Asset Managed Municipals Fund shares in Q4 2025, an estimated $105K.
  • Kovitz Investment Group Partners first reported a position in Western Asset Managed Municipals Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Western Asset Managed Municipals Fund position peaked at $105K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2025.

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