Gardner Lewis Asset Management’s KKR & Co KKR Stock Holding History

Gardner Lewis Asset Management’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
2025 Q4	–	Sell	-5,210	Closed	-$677K	–	87
2025 Q3	$677K	Buy	+5,210	New	+$740K	0.16%	65
2025 Q2	–	Sell	-10,655	Closed	-$1.23M	–	81
2025 Q1	$1.23M	Buy	10,655 +4,290	+67%	+$590K	0.3%	61
2024 Q4	$941K	Buy	+6,365	New	+$934K	0.23%	62

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gardner Lewis Asset Management's KKR Position: Q4 2025 in Review

Gardner Lewis Asset Management sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 5,210 shares — an estimated $677K sold.

Gardner Lewis Asset Management first reported a position in KKR in Q4 2024 and held it in 3 quarters. The position peaked at $1.23M in Q1 2025. 1,405 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Gardner Lewis Asset Management reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Gardner Lewis Asset Management sold 5,210 KKR & Co shares in Q4 2025, an estimated $677K.
Gardner Lewis Asset Management first reported a position in KKR & Co in Q4 2024 and held it in 3 quarters.
Gardner Lewis Asset Management's KKR & Co position peaked at $1.23M in Q1 2025.
1,405 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Gardner Lewis Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.