Kovitz Investment Group Partners’s Uranium Royalty Corp UROY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-26,744	Closed	-$115K	–	1270
2025 Q3	$115K	Buy	26,744 +9,546	+56%	+$28.9K	﹤0.01%	1367
2025 Q2	$43K	Sell	17,198 -11,392	-40%	-$23K	﹤0.01%	1347
2025 Q1	$50.3K	Buy	+28,590	New	+$61.2K	﹤0.01%	1230

Other funds holding UROY

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Uranium Royalty Corp (UROY) in Q4 2025, closing a stake of 26,744 shares — an estimated $115K sold.

Kovitz Investment Group Partners first reported a position in UROY in Q1 2025 and held it in 3 quarters. The position peaked at $115K in Q3 2025. 100 funds tracked by Wall St. Rank hold UROY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Uranium Royalty Corp position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 26,744 Uranium Royalty Corp shares in Q4 2025, an estimated $115K.
Kovitz Investment Group Partners first reported a position in Uranium Royalty Corp in Q1 2025 and held it in 3 quarters.
Kovitz Investment Group Partners's Uranium Royalty Corp position peaked at $115K in Q3 2025.
100 funds tracked by Wall St. Rank held Uranium Royalty Corp as of Q4 2025.

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