Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s United Maritime USEA Stock Holding History

Kovitz Investment Group Partners’s Portfolio USEA Stock Details USEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34,250
Closed -$58.1K – 1273
2025
Q3 		$58.1K Sell
34,250
-42,802
-56% -$69.2K ﹤0.01% 1383
2025
Q2 		$114K Buy
+77,052
New +$100K ﹤0.01% 1318

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Focus Partners Wealth
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of United Maritime (USEA) in Q4 2025, closing a stake of 34,250 shares — an estimated $58.1K sold.

Kovitz Investment Group Partners first reported a position in USEA in Q2 2025 and held it in 2 quarters. The position peaked at $114K in Q2 2025. 13 funds tracked by Wall St. Rank hold USEA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining United Maritime position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 34,250 United Maritime shares in Q4 2025, an estimated $58.1K.
  • Kovitz Investment Group Partners first reported a position in United Maritime in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's United Maritime position peaked at $114K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held United Maritime as of Q4 2025.

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