Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s MSCI MSCI Stock Holding History

Kovitz Investment Group Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,208
Closed -$685K – 999
2025
Q3 		$685K Sell
1,208
-72
-6% -$40.7K ﹤0.01% 939
2025
Q2 		$738K Sell
1,280
-176
-12% -$97.4K ﹤0.01% 863
2025
Q1 		$824K Buy
1,456
+180
+14% +$105K ﹤0.01% 789
2024
Q4 		$767K Buy
+1,276
New +$766K ﹤0.01% 783

Other funds holding MSCI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of MSCI (MSCI) in Q4 2025, closing a stake of 1,208 shares — an estimated $685K sold.

Kovitz Investment Group Partners first reported a position in MSCI in Q4 2024 and held it in 4 quarters. The position peaked at $824K in Q1 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,208 MSCI shares in Q4 2025, an estimated $685K.
  • Kovitz Investment Group Partners first reported a position in MSCI in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's MSCI position peaked at $824K in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

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