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Kellett Wealth Advisors’s KULR Technology Group KULR Stock Holding History

Kellett Wealth Advisors’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,500
Closed -$15.8K – 74
2025
Q1 		$15.8K Hold
1,500
– – 0.01% 73
2024
Q4 		$42.6K Buy
+1,500
New +$11.7K 0.03% 70

Other funds holding KULR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Kellett Wealth Advisors's KULR Position: Q2 2025 in Review

Kellett Wealth Advisors sold out of KULR Technology Group (KULR) in Q2 2025, closing a stake of 1,500 shares — an estimated $15.8K sold.

Kellett Wealth Advisors first reported a position in KULR in Q4 2024 and held it in 2 quarters. The position peaked at $42.6K in Q4 2024. 64 funds tracked by Wall St. Rank hold KULR as of Q2 2025.

  • Kellett Wealth Advisors reported no remaining KULR Technology Group position as of Q2 2025 after selling out during the quarter.
  • Kellett Wealth Advisors sold 1,500 KULR Technology Group shares in Q2 2025, an estimated $15.8K.
  • Kellett Wealth Advisors first reported a position in KULR Technology Group in Q4 2024 and held it in 2 quarters.
  • Kellett Wealth Advisors's KULR Technology Group position peaked at $42.6K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held KULR Technology Group as of Q2 2025.

Based on Kellett Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.