Great Valley Advisor Group
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Great Valley Advisor Group’s Kodiak Gas Services KGS Stock Holding History

Great Valley Advisor Group’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 		– Sell
-4,725
Closed -$276K – 1081
2026
Q1 		$276K Buy
+4,725
New +$229K 0.01% 850

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Vanguard Portfolio Management
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State Street
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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

Great Valley Advisor Group's KGS Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Kodiak Gas Services (KGS) in Q2 2026, closing a stake of 4,725 shares — an estimated $276K sold.

Great Valley Advisor Group first reported a position in KGS in Q1 2026 and held it in 1 quarter. The position peaked at $276K in Q1 2026. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Kodiak Gas Services position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,725 Kodiak Gas Services shares in Q2 2026, an estimated $276K.
  • Great Valley Advisor Group first reported a position in Kodiak Gas Services in Q1 2026 and held it in 1 quarter.
  • Great Valley Advisor Group's Kodiak Gas Services position peaked at $276K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.