Concurrent Investment Advisors’s Kratos Defense & Security Solutions KTOS Stock Holding History

Concurrent Investment Advisors’s Portfolio KTOS Stock Details KTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-100	Closed	-$7.59K	–	1993
2025 Q4	$7.59K	Buy	+100	New	+$8.19K	﹤0.01%	1771

Other funds holding KTOS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Concurrent Investment Advisors's KTOS Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Kratos Defense & Security Solutions (KTOS) stake by 28% in Q3 2026, selling an estimated $288K and leaving 14,755 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Concurrent Investment Advisors first reported a position in KTOS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2026. 70 funds tracked by Wall St. Rank hold KTOS as of Q3 2026.

Concurrent Investment Advisors held 14,755 shares of Kratos Defense & Security Solutions worth $630K as of Q3 2026.
Concurrent Investment Advisors sold 5,649 Kratos Defense & Security Solutions shares in Q3 2026, an estimated $288K.
Kratos Defense & Security Solutions made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1415 holding.
Concurrent Investment Advisors first reported a position in Kratos Defense & Security Solutions in Q3 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's Kratos Defense & Security Solutions position peaked at $1.02M in Q2 2026.
70 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.