Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Harbor International Compounders ETF OSEA Stock Holding History

Kovitz Investment Group Partners’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-177,816
Closed -$5.26M – 1052
2025
Q3 		$5.26M Sell
177,816
-7,385
-4% -$216K 0.02% 462
2025
Q2 		$5.42M Sell
185,201
-11,702
-6% -$325K 0.02% 436
2025
Q1 		$5.22M Sell
196,903
-50,343
-20% -$1.35M 0.03% 400
2024
Q4 		$6.39M Sell
247,246
-97,498
-28% -$2.67M 0.03% 354
2024
Q3 		$9.97M Buy
344,744
+64,807
+23% +$1.81M 0.07% 226
2024
Q2 		$7.74M Buy
+279,937
New +$7.66M 0.07% 217

Other funds holding OSEA

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $498M AUM 27.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Harbor International Compounders ETF (OSEA) in Q4 2025, closing a stake of 177,816 shares — an estimated $5.26M sold.

Kovitz Investment Group Partners first reported a position in OSEA in Q2 2024 and held it in 6 quarters. The position peaked at $9.97M in Q3 2024. 69 funds tracked by Wall St. Rank hold OSEA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Harbor International Compounders ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 177,816 Harbor International Compounders ETF shares in Q4 2025, an estimated $5.26M.
  • Kovitz Investment Group Partners first reported a position in Harbor International Compounders ETF in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Harbor International Compounders ETF position peaked at $9.97M in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q4 2025.

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