Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Standex International SXI Stock Holding History

Kovitz Investment Group Partners’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Sell
5,877
-1,091
-16% -$305K 0.05% 227
2026
Q1 		$1.78M Buy
+6,968
New +$1.75M 0.04% 248
2025
Q3 		– Sell
-14,017
Closed -$2.19M – 1481
2025
Q2 		$2.19M Sell
14,017
-2,714
-16% -$407K 0.01% 614
2025
Q1 		$2.7M Buy
16,731
+1,117
+7% +$205K 0.01% 526
2024
Q4 		$2.92M Sell
15,614
-9
-0.1% -$1.74K 0.01% 504
2024
Q3 		$2.82M Buy
+15,623
New +$2.72M 0.02% 439

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kovitz Investment Group Partners's SXI Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Standex International (SXI) stake by 16% in Q2 2026, selling an estimated $305K and leaving 5,877 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #227.

Kovitz Investment Group Partners first reported a position in SXI in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.92M in Q4 2024. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Kovitz Investment Group Partners held 5,877 shares of Standex International worth $2.1M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,091 Standex International shares in Q2 2026, an estimated $305K.
  • Standex International made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #227 holding.
  • Kovitz Investment Group Partners first reported a position in Standex International in Q3 2024 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Standex International position peaked at $2.92M in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.