Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Morningstar MORN Stock Holding History

Kovitz Investment Group Partners’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220K Buy
+701
New +$220K ﹤0.01% 1244
2025
Q1 		– Sell
-654
Closed -$220K – 1275
2024
Q4 		$220K Buy
+654
New +$220K ﹤0.01% 1129