Kovitz Investment Group Partners
XYZ

Kovitz Investment Group Partners’s Block Inc XYZ Stock Holding History

Kovitz Investment Group Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,771
Closed -$345K – 1398
2025
Q3 		$345K Buy
+4,771
New +$357K ﹤0.01% 1149
2025
Q2 		– Sell
-3,910
Closed -$212K – 1409
2025
Q1 		$212K Buy
3,910
+152
+4% +$11.3K ﹤0.01% 1163
2024
Q4 		$320K Sell
3,758
-4,057
-52% -$333K ﹤0.01% 1028
2024
Q3 		$471K Buy
+7,815
New +$505K ﹤0.01% 764

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Block Inc (XYZ) in Q4 2025, closing a stake of 4,771 shares — an estimated $345K sold.

Kovitz Investment Group Partners first reported a position in XYZ in Q3 2024 and held it in 4 quarters. The position peaked at $471K in Q3 2024. 1,026 funds tracked by Wall St. Rank hold XYZ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Block Inc position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,771 Block Inc shares in Q4 2025, an estimated $345K.
  • Kovitz Investment Group Partners first reported a position in Block Inc in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Block Inc position peaked at $471K in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Block Inc as of Q4 2025.

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