Envestnet Portfolio Solutions
KKR icon

Envestnet Portfolio Solutions’s KKR & Co KKR Stock Holding History

Envestnet Portfolio Solutions’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Sell
3,190
-2,236
-41% -$217K ﹤0.01% 1200
2026
Q1 		$502K Sell
5,426
-9,884
-65% -$1.04M ﹤0.01% 900
2025
Q4 		$1.95M Sell
15,310
-578
-4% -$71.9K 0.01% 557
2025
Q3 		$2.06M Sell
15,888
-2,236
-12% -$317K 0.01% 518
2025
Q2 		$2.41M Sell
18,124
-2,716
-13% -$318K 0.01% 511
2025
Q1 		$2.41M Sell
20,840
-15,106
-42% -$2.08M 0.01% 531
2024
Q4 		$5.32M Buy
35,946
+7,105
+25% +$1.04M 0.02% 380
2024
Q3 		$3.77M Buy
28,841
+2,213
+8% +$262K 0.01% 473
2024
Q2 		$2.8M Buy
26,628
+1,075
+4% +$109K 0.01% 543
2024
Q1 		$2.57M Buy
25,553
+17,864
+232% +$1.64M 0.01% 558
2023
Q4 		$637K Buy
7,689
+721
+10% +$48.8K ﹤0.01% 944
2023
Q3 		$429K Buy
+6,968
New +$423K ﹤0.01% 1051

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Envestnet Portfolio Solutions's KKR Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its KKR & Co (KKR) stake by 41% in Q2 2026, selling an estimated $217K and leaving 3,190 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Envestnet Portfolio Solutions first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.32M in Q4 2024. 1,286 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,190 shares of KKR & Co worth $293K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 2,236 KKR & Co shares in Q2 2026, an estimated $217K.
  • KKR & Co made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1200 holding.
  • Envestnet Portfolio Solutions first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's KKR & Co position peaked at $5.32M in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.