Americana Partners’s Kratos Defense & Security Solutions KTOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$608K Buy
12,204
+1,785
+17% +$108K 0.01% 374
2026
Q1
$735K Sell
10,419
-788
-7% -$75.6K 0.02% 312
2025
Q4
$851K Buy
11,207
+911
+9% +$74.6K 0.02% 282
2025
Q3
$941K Buy
10,296
+374
+4% +$24K 0.03% 262
2025
Q2
$461K Buy
+9,922
New +$359K 0.02% 318

Other funds holding KTOS

Americana Partners's KTOS Position: Q2 2026 in Review

Americana Partners increased its Kratos Defense & Security Solutions (KTOS) stake by 17% in Q2 2026, buying an estimated $108K and bringing the position to 12,204 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #374.

Americana Partners first reported a position in KTOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $941K in Q3 2025. 631 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

  • Americana Partners held 12,204 shares of Kratos Defense & Security Solutions worth $608K as of Q2 2026.
  • Americana Partners bought 1,785 Kratos Defense & Security Solutions shares in Q2 2026, an estimated $108K.
  • Kratos Defense & Security Solutions made up 0.01% of Americana Partners's portfolio in Q2 2026, its #374 holding.
  • Americana Partners first reported a position in Kratos Defense & Security Solutions in Q2 2025 and has held it in 5 quarters since.
  • Americana Partners's Kratos Defense & Security Solutions position peaked at $941K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.