Kovitz Investment Group Partners’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Kovitz Investment Group Partners’s Portfolio NLR Stock Details NLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,209	Closed	-$707K	–	1022
2025 Q3	$707K	Buy	5,209 +10	+0.2%	+$1.19K	﹤0.01%	925
2025 Q2	$578K	Buy	5,199 +99	+2%	+$8.8K	﹤0.01%	937
2025 Q1	$374K	Buy	5,100 +101	+2%	+$8.48K	﹤0.01%	993
2024 Q4	$407K	Buy	+4,999	New	+$447K	﹤0.01%	954

Other funds holding NLR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q4 2025, closing a stake of 5,209 shares — an estimated $707K sold.

Kovitz Investment Group Partners first reported a position in NLR in Q4 2024 and held it in 4 quarters. The position peaked at $707K in Q3 2025. 439 funds tracked by Wall St. Rank hold NLR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,209 VanEck Uranium + Nuclear Energy ETF shares in Q4 2025, an estimated $707K.
Kovitz Investment Group Partners first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's VanEck Uranium + Nuclear Energy ETF position peaked at $707K in Q3 2025.
439 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q4 2025.

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