Kovitz Investment Group Partners
UROY

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

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AA
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Morgan Stanley
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AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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.