Charles Schwab
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Charles Schwab’s Kestra Medical Technologies KMTS Stock Holding History

Charles Schwab’s Portfolio KMTS Stock Details KMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.45M Buy
174,972
+2,798
+2% +$58.6K ﹤0.01% 2532
2026
Q1 		$3.43M Buy
172,174
+52,568
+44% +$1.24M ﹤0.01% 2556
2025
Q4 		$3.17M Buy
119,606
+11,464
+11% +$295K ﹤0.01% 2619
2025
Q3 		$2.57M Buy
108,142
+3,648
+3% +$65.2K ﹤0.01% 2686
2025
Q2 		$1.73M Buy
+104,494
New +$2.28M ﹤0.01% 2712

Other funds holding KMTS

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AP
Andera Partners Paris $206M AUM
YF
Yu Fan $108M AUM 137.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab's KMTS Position: Q2 2026 in Review

Charles Schwab increased its Kestra Medical Technologies (KMTS) stake by 1.6% in Q2 2026, buying an estimated $58.6K and bringing the position to 174,972 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Charles Schwab first reported a position in KMTS in Q2 2025 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold KMTS as of Q2 2026.

  • Charles Schwab held 174,972 shares of Kestra Medical Technologies worth $4.45M as of Q2 2026.
  • Charles Schwab bought 2,798 Kestra Medical Technologies shares in Q2 2026, an estimated $58.6K.
  • Kestra Medical Technologies made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2532 holding.
  • Charles Schwab first reported a position in Kestra Medical Technologies in Q2 2025 and has held it in 5 quarters since.
  • 108 funds tracked by Wall St. Rank held Kestra Medical Technologies as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.