CA
KGS icon

Clearstead Advisors’s Kodiak Gas Services KGS Stock Holding History

Clearstead Advisors’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.68K Sell
49
-318
-87% -$21.6K ﹤0.01% 2271
2026
Q1 		$21.4K Buy
367
+231
+170% +$11.2K ﹤0.01% 1443
2025
Q4 		$5.09K Buy
136
+130
+2,167% +$4.6K ﹤0.01% 2013
2025
Q3 		$222 Buy
+6
New +$202 ﹤0.01% 2849

Other funds holding KGS

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WCM
Westend Capital Management Sausalito, California $437M AUM 73.36% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Clearstead Advisors's KGS Position: Q2 2026 in Review

Clearstead Advisors reduced its Kodiak Gas Services (KGS) stake by 87% in Q2 2026, selling an estimated $21.6K and leaving 49 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Clearstead Advisors first reported a position in KGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.4K in Q1 2026. 161 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Clearstead Advisors held 49 shares of Kodiak Gas Services worth $3.68K as of Q2 2026.
  • Clearstead Advisors sold 318 Kodiak Gas Services shares in Q2 2026, an estimated $21.6K.
  • Kodiak Gas Services made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2271 holding.
  • Clearstead Advisors first reported a position in Kodiak Gas Services in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Kodiak Gas Services position peaked at $21.4K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.