Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Kovitz Investment Group Partners’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Buy
3,750
+825
+28% +$333K 0.01% 703
2025
Q1 		$843K Sell
2,925
-503
-15% -$145K ﹤0.01% 779
2024
Q4 		$993K Buy
3,428
+878
+34% +$254K ﹤0.01% 719
2024
Q3 		$447K Buy
+2,550
New +$447K ﹤0.01% 771