EverSource Wealth Advisors
KGS icon

EverSource Wealth Advisors’s Kodiak Gas Services KGS Stock Holding History

EverSource Wealth Advisors’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.9K Sell
531
-93
-15% -$6.32K ﹤0.01% 1924
2026
Q1 		$36.4K Sell
624
-47
-7% -$2.28K ﹤0.01% 2119
2025
Q4 		$25.1K Sell
671
-527
-44% -$18.6K ﹤0.01% 2238
2025
Q3 		$44.3K Sell
1,198
-35
-3% -$1.18K ﹤0.01% 1790
2025
Q2 		$42.3K Buy
1,233
+1,156
+1,501% +$40K ﹤0.01% 1728
2025
Q1 		$2.87K Buy
77
+70
+1,000% +$2.98K ﹤0.01% 2750
2024
Q4 		$286 Buy
+7
New +$253 ﹤0.01% 3359

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's KGS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kodiak Gas Services (KGS) stake by 15% in Q2 2026, selling an estimated $6.32K and leaving 531 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

EverSource Wealth Advisors first reported a position in KGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.3K in Q3 2025. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • EverSource Wealth Advisors held 531 shares of Kodiak Gas Services worth $39.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 93 Kodiak Gas Services shares in Q2 2026, an estimated $6.32K.
  • Kodiak Gas Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1924 holding.
  • EverSource Wealth Advisors first reported a position in Kodiak Gas Services in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Kodiak Gas Services position peaked at $44.3K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.