Icon Wealth Advisors’s Kinetik KNTK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$714K Buy
14,773
+6,606
+81% +$316K 0.04% 235
2026
Q1
$405K Buy
+8,167
New +$348K 0.03% 279
2025
Q4
Sell
-4,307
Closed -$184K 472
2025
Q3
$184K Buy
+4,307
New +$182K 0.01% 386

Other funds holding KNTK

Icon Wealth Advisors's KNTK Position: Q2 2026 in Review

Icon Wealth Advisors increased its Kinetik (KNTK) stake by 81% in Q2 2026, buying an estimated $316K and bringing the position to 14,773 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #235.

Icon Wealth Advisors first reported a position in KNTK in Q3 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold KNTK as of Q2 2026.

  • Icon Wealth Advisors held 14,773 shares of Kinetik worth $714K as of Q2 2026.
  • Icon Wealth Advisors bought 6,606 Kinetik shares in Q2 2026, an estimated $316K.
  • Kinetik made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Icon Wealth Advisors first reported a position in Kinetik in Q3 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Kinetik as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.