Charles Schwab
KMTS

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
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 $3.27B AUM 3.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AP
Andera Partners Paris $206M AUM
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab's KMTS Position: Q1 2026 in Review

Charles Schwab increased its Kestra Medical Technologies (KMTS) stake by 44% in Q1 2026, buying an estimated $1.24M and bringing the position to 172,174 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Charles Schwab first reported a position in KMTS in Q2 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold KMTS as of Q1 2026.

  • Charles Schwab held 172,174 shares of Kestra Medical Technologies worth $3.43M as of Q1 2026.
  • Charles Schwab bought 52,568 Kestra Medical Technologies shares in Q1 2026, an estimated $1.24M.
  • Kestra Medical Technologies made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2556 holding.
  • Charles Schwab first reported a position in Kestra Medical Technologies in Q2 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Kestra Medical Technologies as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.