Charles Schwab’s KULR Technology Group KULR Stock Holding History

Charles Schwab’s Portfolio KULR Stock Details KULR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-98,710	Closed	-$234K	–	3498
2026 Q1	$234K	Sell	98,710 -3,189	-3%	-$9.9K	﹤0.01%	3288
2025 Q4	$302K	Buy	101,899 +12,529	+14%	+$46K	﹤0.01%	3278
2025 Q3	$372K	Sell	89,370 -324,677	-78%	-$1.73M	﹤0.01%	3254
2025 Q2	$2.95M	Buy	414,047 +399,863	+2,819%	+$3.79M	﹤0.01%	2557
2025 Q1	$150K	Hold	14,184	–	–	﹤0.01%	3290
2024 Q4	$403K	Buy	+14,184	New	+$111K	﹤0.01%	3204
2023 Q4	–	Sell	-4,125	Closed	-$11.8K	–	3556
2023 Q3	$11.8K	Hold	4,125	–	–	﹤0.01%	3554
2023 Q2	$21.1K	Hold	4,125	–	–	﹤0.01%	3554
2023 Q1	$28.9K	Hold	4,125	–	–	﹤0.01%	3456
2022 Q4	$39.6K	Hold	4,125	–	–	﹤0.01%	3402
2022 Q3	$43K	Hold	4,125	–	–	﹤0.01%	3366
2022 Q2	$52K	Hold	4,125	–	–	﹤0.01%	3387
2022 Q1	$72K	Hold	4,125	–	–	﹤0.01%	3473
2021 Q4	$92K	Hold	4,125	–	–	﹤0.01%	3446
2021 Q3	$69K	Buy	+4,125	New	+$72.9K	﹤0.01%	3414

Other funds holding KULR

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

ACM

Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab's KULR Position: Q2 2026 in Review

Charles Schwab sold out of KULR Technology Group (KULR) in Q2 2026, closing a stake of 98,710 shares — an estimated $234K sold.

Charles Schwab first reported a position in KULR in Q3 2021 and held it in 15 quarters. The position peaked at $2.95M in Q2 2025. 90 funds tracked by Wall St. Rank hold KULR as of Q2 2026.

Charles Schwab reported no remaining KULR Technology Group position as of Q2 2026 after selling out during the quarter.
Charles Schwab sold 98,710 KULR Technology Group shares in Q2 2026, an estimated $234K.
Charles Schwab first reported a position in KULR Technology Group in Q3 2021 and held it in 15 quarters.
Charles Schwab's KULR Technology Group position peaked at $2.95M in Q2 2025.
90 funds tracked by Wall St. Rank held KULR Technology Group as of Q2 2026.

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