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Kingswood Wealth Advisors’s Viper Energy VNOM Stock Holding History

Kingswood Wealth Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,536
Closed -$291K – 978
2025
Q4 		$291K Buy
+7,536
New +$285K 0.01% 690
2025
Q1 		– Sell
-5,194
Closed -$255K – 830
2024
Q4 		$255K Buy
+5,194
New +$268K 0.02% 663

Other funds holding VNOM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Kingswood Wealth Advisors's VNOM Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Viper Energy (VNOM) in Q1 2026, closing a stake of 7,536 shares — an estimated $291K sold.

Kingswood Wealth Advisors first reported a position in VNOM in Q4 2024 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 490 funds tracked by Wall St. Rank hold VNOM as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Viper Energy position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 7,536 Viper Energy shares in Q1 2026, an estimated $291K.
  • Kingswood Wealth Advisors first reported a position in Viper Energy in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Viper Energy position peaked at $291K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Viper Energy as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.