EverSource Wealth Advisors’s Kinetik KNTK Stock Holding History

EverSource Wealth Advisors’s Portfolio KNTK Stock Details KNTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1K	Buy	249 +141	+131%	+$6K	﹤0.01%	2818
2025 Q4	$3.89K	Sell	108 -31	-22%	-$1.12K	﹤0.01%	3218
2025 Q3	$5.95K	Sell	139 -96	-41%	-$4.06K	﹤0.01%	3080
2025 Q2	$10.3K	Buy	235 +202	+612%	+$8.87K	﹤0.01%	2783
2025 Q1	$1.71K	Sell	33 -1,149	-97%	-$67.4K	﹤0.01%	2989
2024 Q4	$67K	Buy	+1,182	New	+$63.9K	﹤0.01%	1057
2023 Q1	–	Sell	-2,488	Closed	-$82.3K	–	2463
2022 Q4	$82.3K	Hold	2,488	–	–	0.01%	571
2022 Q3	$81K	Buy	+2,488	New	+$91.8K	0.02%	497

Other funds holding KNTK

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Kinetik (KNTK) stake by 131% in Q1 2026, buying an estimated $6K and bringing the position to 249 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2818.

EverSource Wealth Advisors first reported a position in KNTK in Q3 2022 and has held it in 8 quarters since. The position peaked at $82.3K in Q4 2022. 308 funds tracked by Wall St. Rank hold KNTK as of Q1 2026.

EverSource Wealth Advisors held 249 shares of Kinetik worth $12.1K as of Q1 2026.
EverSource Wealth Advisors bought 141 Kinetik shares in Q1 2026, an estimated $6K.
Kinetik made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2818 holding.
EverSource Wealth Advisors first reported a position in Kinetik in Q3 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Kinetik position peaked at $82.3K in Q4 2022.
308 funds tracked by Wall St. Rank held Kinetik as of Q1 2026.

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