Diversify Advisory Services’s Kinder Morgan KMI Stock Holding History

Diversify Advisory Services’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	36,558 -3,542	-9%	-$111K	0.18%	59
2025 Q4	$1.12M	Buy	40,100 +1,470	+4%	+$39.7K	0.04%	373
2025 Q3	$1.01M	Sell	38,630 -286	-0.7%	-$7.83K	0.03%	367
2025 Q2	$1.03M	Buy	38,916 +27,033	+227%	+$742K	0.04%	320
2025 Q1	$323K	Sell	11,883 -3,011	-20%	-$83.4K	0.02%	474
2024 Q4	$419K	Buy	+14,894	New	+$388K	0.02%	401

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversify Advisory Services's KMI Position: Q1 2026 in Review

Diversify Advisory Services reduced its Kinder Morgan (KMI) stake by 8.8% in Q1 2026, selling an estimated $111K and leaving 36,558 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #59.

Diversify Advisory Services first reported a position in KMI in Q4 2024 and has held it in 6 quarters since. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Diversify Advisory Services held 36,558 shares of Kinder Morgan worth $1.16M as of Q1 2026.
Diversify Advisory Services sold 3,542 Kinder Morgan shares in Q1 2026, an estimated $111K.
Kinder Morgan made up 0.18% of Diversify Advisory Services's portfolio in Q1 2026, its #59 holding.
Diversify Advisory Services first reported a position in Kinder Morgan in Q4 2024 and has held it in 6 quarters since.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.