Artisan Partners
KTOS icon

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

Artisan Partners’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118M Buy
2,360,012
+1,381,961
+141% +$83.6M 0.19% 112
2026
Q1 		$69M Buy
978,051
+273,340
+39% +$26.2M 0.11% 162
2025
Q4 		$53.5M Sell
704,711
-78,211
-10% -$6.4M 0.08% 203
2025
Q3 		$71.5M Sell
782,922
-299,233
-28% -$19.2M 0.1% 176
2025
Q2 		$50.3M Buy
1,082,155
+111,653
+12% +$4.04M 0.07% 221
2025
Q1 		$28.8M Buy
970,502
+377,981
+64% +$11.5M 0.05% 261
2024
Q4 		$15.6M Buy
+592,521
New +$15.2M 0.02% 312

Other funds holding KTOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Artisan Partners's KTOS Position: Q2 2026 in Review

Artisan Partners increased its Kratos Defense & Security Solutions (KTOS) stake by 141% in Q2 2026, buying an estimated $83.6M and bringing the position to 2,360,012 shares worth $118M. The position accounts for 0.19% of the portfolio, ranked #112.

Artisan Partners first reported a position in KTOS in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

  • Artisan Partners held 2,360,012 shares of Kratos Defense & Security Solutions worth $118M as of Q2 2026.
  • Artisan Partners bought 1,381,961 Kratos Defense & Security Solutions shares in Q2 2026, an estimated $83.6M.
  • Kratos Defense & Security Solutions made up 0.19% of Artisan Partners's portfolio in Q2 2026, its #112 holding.
  • Artisan Partners first reported a position in Kratos Defense & Security Solutions in Q4 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

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