Apollon Wealth Management’s Knife River KNF Stock Holding History

Apollon Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$412K	Buy	5,042 +252	+5%	+$20.3K	0.01%	951
2025 Q4	$337K	Buy	4,790 +236	+5%	+$16.6K	0.01%	1011
2025 Q3	$350K	Sell	4,554 -31	-0.7%	-$2.53K	0.01%	986
2025 Q2	$374K	Sell	4,585 -131	-3%	-$11.9K	0.01%	924
2025 Q1	$425K	Sell	4,716 -62	-1%	-$6.04K	0.01%	816
2024 Q4	$486K	Buy	4,778 +72	+2%	+$7.04K	0.01%	770
2024 Q3	$421K	Sell	4,706 -56	-1%	-$4.37K	0.01%	792
2024 Q2	$334K	Buy	4,762 +9	+0.2%	+$672	0.01%	818
2024 Q1	$385K	Sell	4,753 -90	-2%	-$6.32K	0.01%	778
2023 Q4	$321K	Buy	4,843 +31	+0.6%	+$1.76K	0.01%	817
2023 Q3	$235K	Buy	+4,812	New	+$228K	0.01%	779

Other funds holding KNF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return