Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Nasdaq NDAQ Stock Holding History

Kovitz Investment Group Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.25M Buy
50,116
+33,351
+199% +$2.99M 0.1% 148
2025
Q4 		$1.63M Sell
16,765
-9,743
-37% -$876K 0.04% 260
2025
Q3 		$2.34M Buy
26,508
+1,416
+6% +$131K 0.01% 615
2025
Q2 		$2.24M Buy
25,092
+2,116
+9% +$169K 0.01% 608
2025
Q1 		$1.74M Buy
22,976
+15,848
+222% +$1.25M 0.01% 610
2024
Q4 		$551K Buy
+7,128
New +$551K ﹤0.01% 864

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VCM
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Massachusetts Financial Services
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VPM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners's NDAQ Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Nasdaq (NDAQ) stake by 199% in Q1 2026, buying an estimated $2.99M and bringing the position to 50,116 shares worth $4.25M. The position accounts for 0.1% of the portfolio, ranked #148.

Kovitz Investment Group Partners first reported a position in NDAQ in Q4 2024 and has held it in 6 quarters since. 1,091 funds tracked by Wall St. Rank hold NDAQ as of Q1 2026.

  • Kovitz Investment Group Partners held 50,116 shares of Nasdaq worth $4.25M as of Q1 2026.
  • Kovitz Investment Group Partners bought 33,351 Nasdaq shares in Q1 2026, an estimated $2.99M.
  • Nasdaq made up 0.1% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #148 holding.
  • Kovitz Investment Group Partners first reported a position in Nasdaq in Q4 2024 and has held it in 6 quarters since.
  • 1,091 funds tracked by Wall St. Rank held Nasdaq as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.