Aries Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $814K | Hold |
8,864
| – | – | 0.16% | 115 |
|
|
2026
Q1 | $820K | Hold |
8,864
| – | – | 0.18% | 107 |
|
|
2025
Q4 | $1.13M | Sell |
8,864
-500
| -5% | -$62.2K | 0.25% | 84 |
|
|
2025
Q3 | $1.22M | Sell |
9,364
-40
| -0.4% | -$5.68K | 0.29% | 82 |
|
|
2025
Q2 | $1.25M | Hold |
9,404
| – | – | 0.33% | 78 |
|
|
2025
Q1 | $1.09M | Hold |
9,404
| – | – | 0.3% | 83 |
|
|
2024
Q4 | $1.39M | Sell |
9,404
-40
| -0.4% | -$5.87K | 0.38% | 66 |
|
|
2024
Q3 | $1.23M | Sell |
9,444
-40
| -0.4% | -$4.73K | 0.34% | 75 |
|
|
2024
Q2 | $998K | Buy |
9,484
+524
| +6% | +$53.3K | 0.31% | 77 |
|
|
2024
Q1 | $901K | Sell |
8,960
-100
| -1% | -$9.2K | 0.29% | 85 |
|
|
2023
Q4 | $751K | Hold |
9,060
| – | – | 0.27% | 91 |
|
|
2023
Q3 | $547K | Sell |
9,060
-150
| -2% | -$9.11K | 0.21% | 104 |
|
|
2023
Q2 | $516K | Hold |
9,210
| – | – | 0.2% | 110 |
|
|
2023
Q1 | $484K | Hold |
9,210
| – | – | 0.2% | 118 |
|
|
2022
Q4 | $428K | Sell |
9,210
-1,000
| -10% | -$48.7K | 0.18% | 117 |
|
|
2022
Q3 | $497K | Hold |
10,210
| – | – | 0.22% | 107 |
|
|
2022
Q2 | $473K | Buy |
+10,210
| New | +$536K | 0.21% | 101 |
|
|
2022
Q1 | – | Sell |
-10,210
| Closed | -$761K | – | 150 |
|
|
2021
Q4 | $761K | Hold |
10,210
| – | – | 0.29% | 81 |
|
|
2021
Q3 | $622K | Sell |
10,210
-550
| -5% | -$34.5K | 0.26% | 91 |
|
|
2021
Q2 | $637K | Sell |
10,760
-400
| -4% | -$22.2K | 0.27% | 85 |
|
|
2021
Q1 | $593K | Sell |
11,160
-1,000
| -8% | -$44.7K | 0.27% | 85 |
|
|
2020
Q4 | $492K | Hold |
12,160
| – | – | 0.25% | 91 |
|
|
2020
Q3 | $418K | Hold |
12,160
| – | – | 0.24% | 89 |
|
|
2020
Q2 | $376K | Hold |
12,160
| – | – | 0.23% | 90 |
|
|
2020
Q1 | $267K | Hold |
12,160
| – | – | 0.2% | 104 |
|
|
2019
Q4 | $353K | Hold |
12,160
| – | – | 0.22% | 104 |
|
|
2019
Q3 | $320K | Hold |
12,160
| – | – | 0.21% | 105 |
|
|
2019
Q2 | $315K | Hold |
12,160
| – | – | 0.22% | 105 |
|
|
2019
Q1 | $286K | Hold |
12,160
| – | – | 0.21% | 109 |
|
|
2018
Q4 | $239K | Hold |
12,160
| – | – | 0.25% | 96 |
|
|
2018
Q3 | $332K | Buy |
+12,160
| New | +$325K | 0.3% | 84 |
|
|
2018
Q2 | – | Sell |
-15,460
| Closed | -$316K | – | 137 |
|
|
2018
Q1 | $316K | Buy |
+15,460
| New | +$344K | 0.31% | 88 |
|
Other funds holding KKR
Aries Wealth Management's KKR Position: Q2 2026 in Review
Aries Wealth Management held its KKR & Co (KKR) position steady in Q2 2026 at 8,864 shares worth $814K. The position accounts for 0.16% of the portfolio, ranked #115.
Aries Wealth Management first reported a position in KKR in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.39M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Aries Wealth Management held 8,864 shares of KKR & Co worth $814K as of Q2 2026.
- Aries Wealth Management left its KKR & Co share count unchanged in Q2 2026.
- KKR & Co made up 0.16% of Aries Wealth Management's portfolio in Q2 2026, its #115 holding.
- Aries Wealth Management first reported a position in KKR & Co in Q1 2018 and has held it in 32 quarters since.
- Aries Wealth Management's KKR & Co position peaked at $1.39M in Q4 2024.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.