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Compass Wealth Management’s KBR KBR Stock Holding History

Compass Wealth Management’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-115
Closed -$5.73K – 285
2025
Q1 		$5.73K Hold
115
– – ﹤0.01% 376
2024
Q4 		$6.66K Hold
115
– – ﹤0.01% 359
2024
Q3 		$7.49K Buy
+115
New +$7.49K ﹤0.01% 362

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Wealth Management's KBR Position: Q2 2025 in Review

Compass Wealth Management sold out of KBR (KBR) in Q2 2025, closing a stake of 115 shares — an estimated $5.73K sold.

Compass Wealth Management first reported a position in KBR in Q3 2024 and held it in 3 quarters. The position peaked at $7.49K in Q3 2024. 389 funds tracked by Wall St. Rank hold KBR as of Q2 2025.

  • Compass Wealth Management reported no remaining KBR position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 115 KBR shares in Q2 2025, an estimated $5.73K.
  • Compass Wealth Management first reported a position in KBR in Q3 2024 and held it in 3 quarters.
  • Compass Wealth Management's KBR position peaked at $7.49K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held KBR as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.