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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EverSource Wealth Advisors's KGS Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Kodiak Gas Services (KGS) stake by 7% in Q1 2026, selling an estimated $2.28K and leaving 624 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

EverSource Wealth Advisors first reported a position in KGS in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.3K in Q3 2025. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • EverSource Wealth Advisors held 624 shares of Kodiak Gas Services worth $36.4K as of Q1 2026.
  • EverSource Wealth Advisors sold 47 Kodiak Gas Services shares in Q1 2026, an estimated $2.28K.
  • Kodiak Gas Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2119 holding.
  • EverSource Wealth Advisors first reported a position in Kodiak Gas Services in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Kodiak Gas Services position peaked at $44.3K in Q3 2025.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.