Cresset Asset Management’s KBR KBR Stock Holding History

Cresset Asset 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
2026 Q1	$12.9M	Buy	347,480 +323,092	+1,325%	+$13.3M	0.06%	208
2025 Q4	$984K	Buy	24,388 +1,605	+7%	+$68.8K	﹤0.01%	795
2025 Q3	$1.08M	Buy	22,783 +5,343	+31%	+$259K	﹤0.01%	719
2025 Q2	$839K	Sell	17,440 -245,076	-93%	-$12.7M	﹤0.01%	741
2025 Q1	$13.1M	Buy	262,516 +26,060	+11%	+$1.39M	0.07%	189
2024 Q4	$13.7M	Buy	236,456 +13,250	+6%	+$845K	0.07%	185
2024 Q3	$14.6M	Sell	223,206 -1,711	-0.8%	-$111K	0.06%	229
2024 Q2	$14.5M	Buy	224,917 +11,254	+5%	+$727K	0.06%	212
2024 Q1	$13.6M	Buy	213,663 +121,157	+131%	+$6.9M	0.07%	198
2023 Q4	$5.14M	Sell	92,506 -43,005	-32%	-$2.37M	0.03%	330
2023 Q3	$8M	Buy	135,511 +46,308	+52%	+$2.85M	0.06%	240
2023 Q2	$5.82M	Buy	+89,203	New	+$5.32M	0.04%	377
2019 Q2	–	Sell	-281	Closed	-$5K	–	1091
2019 Q1	$5K	Hold	281	–	–	﹤0.01%	1367
2018 Q4	$4K	Buy	+281	New	+$5.26K	﹤0.01%	1097

Other funds holding KBR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return