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Avior Wealth Management’s Kinder Morgan KMI Stock Holding History

Avior Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Sell
39,736
-89,144
-69% -$2.87M 0.03% 316
2026
Q1 		$4.32M Buy
128,880
+1,333
+1% +$41.7K 0.12% 156
2025
Q4 		$3.51M Buy
127,547
+76,152
+148% +$2.06M 0.11% 144
2025
Q3 		$1.45M Sell
51,395
-17
-0% -$465 0.05% 238
2025
Q2 		$1.51M Sell
51,412
-74,951
-59% -$2.06M 0.05% 214
2025
Q1 		$3.61M Buy
126,363
+6,057
+5% +$168K 0.14% 129
2024
Q4 		$3.3M Buy
120,306
+4,672
+4% +$122K 0.12% 135
2024
Q3 		$2.55M Buy
115,634
+3,553
+3% +$74.8K 0.1% 144
2024
Q2 		$2.23M Sell
112,081
-5,103
-4% -$97.3K 0.1% 152
2024
Q1 		$2.15M Buy
117,184
+78,359
+202% +$1.37M 0.1% 149
2023
Q4 		$685K Sell
38,825
-8,602
-18% -$147K 0.04% 273
2023
Q3 		$786K Sell
47,427
-4,803
-9% -$82.8K 0.05% 232
2023
Q2 		$899K Sell
52,230
-6,080
-10% -$103K 0.06% 215
2023
Q1 		$1.02M Buy
58,310
+4,752
+9% +$84.5K 0.07% 201
2022
Q4 		$968K Sell
53,558
-5,995
-10% -$108K 0.07% 193
2022
Q3 		$990K Buy
59,553
+58,924
+9,368% +$1.05M 0.08% 169
2022
Q2 		$10K Buy
629
+9
+1% +$169 ﹤0.01% 775
2022
Q1 		$11K Buy
620
+10
+2% +$176 ﹤0.01% 818
2021
Q4 		$9K Buy
610
+10
+2% +$166 ﹤0.01% 821
2021
Q3 		$10K Buy
600
+354
+144% +$6.01K ﹤0.01% 764
2021
Q2 		$4K Buy
246
+3
+1% +$53 ﹤0.01% 844
2021
Q1 		$4K Buy
243
+5
+2% +$76 ﹤0.01% 857
2020
Q4 		$3K Sell
238
-4,760
-95% -$63.7K ﹤0.01% 843
2020
Q3 		$61K Sell
4,998
-422
-8% -$5.88K 0.01% 488
2020
Q2 		$82K Sell
5,420
-5,313
-50% -$80.8K 0.01% 453
2020
Q1 		$149K Buy
10,733
+3,671
+52% +$69.9K 0.03% 382
2019
Q4 		$149K Hold
7,062
– – 0.02% 398
2019
Q3 		$145K Buy
7,062
+1,616
+30% +$33.2K 0.03% 387
2019
Q2 		$114K Sell
5,446
-3,000
-36% -$60.5K 0.02% 399
2019
Q1 		$168K Buy
8,446
+3,311
+64% +$61.8K 0.04% 363
2018
Q4 		$78K Buy
5,135
+3,894
+314% +$65.9K 0.02% 444
2018
Q3 		$22K Hold
1,241
– – ﹤0.01% 532
2018
Q2 		$22K Sell
1,241
-1,395
-53% -$22.8K 0.01% 533
2018
Q1 		$40K Sell
2,636
-315
-11% -$5.46K 0.01% 503
2017
Q4 		$53K Buy
2,951
+272
+10% +$4.88K 0.01% 480
2017
Q3 		$51K Buy
2,679
+255
+11% +$4.97K 0.02% 216
2017
Q2 		$46K Hold
2,424
– – 0.02% 202
2017
Q1 		$53K Sell
2,424
-155
-6% -$3.39K 0.02% 230
2016
Q4 		$53K Buy
2,579
+155
+6% +$3.28K 0.02% 209
2016
Q3 		$56K Sell
2,424
-457
-16% -$9.68K 0.02% 216
2016
Q2 		$54K Hold
2,881
– – 0.02% 205
2016
Q1 		$51K Hold
2,881
– – 0.02% 210
2015
Q4 		$43K Buy
2,881
+1,517
+111% +$36.1K 0.02% 188
2015
Q3 		$38K Hold
1,364
– – 0.02% 184
2015
Q2 		$52K Hold
1,364
– – 0.04% 129
2015
Q1 		$57K Hold
1,364
– – 0.04% 126
2014
Q4 		$58K Buy
+1,364
New +$53.7K 0.05% 123

Other funds holding KMI

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's KMI Position: Q2 2026 in Review

Avior Wealth Management reduced its Kinder Morgan (KMI) stake by 69% in Q2 2026, selling an estimated $2.87M and leaving 39,736 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #316.

Avior Wealth Management first reported a position in KMI in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.32M in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Avior Wealth Management held 39,736 shares of Kinder Morgan worth $1.27M as of Q2 2026.
  • Avior Wealth Management sold 89,144 Kinder Morgan shares in Q2 2026, an estimated $2.87M.
  • Kinder Morgan made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Avior Wealth Management first reported a position in Kinder Morgan in Q4 2014 and has held it in 47 quarters since.
  • Avior Wealth Management's Kinder Morgan position peaked at $4.32M in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.