L & S Advisors’s Kratos Defense & Security Solutions KTOS Stock Holding History

L & S Advisors’s Portfolio KTOS Stock Details KTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573K	Sell	11,486 -9,909	-46%	-$599K	0.06%	178
2026 Q1	$1.51M	Sell	21,395 -10,341	-33%	-$992K	0.19%	122
2025 Q4	$2.41M	Sell	31,736 -5,726	-15%	-$469K	0.22%	121
2025 Q3	$3.42M	Sell	37,462 -16,343	-30%	-$1.05M	0.33%	80
2025 Q2	$2.5M	Sell	53,805 -4,785	-8%	-$173K	0.25%	105
2025 Q1	$1.74M	Sell	58,590 -1,073	-2%	-$32.6K	0.21%	122
2024 Q4	$1.57M	Buy	59,663 +7,308	+14%	+$187K	0.17%	134
2024 Q3	$1.22M	Buy	+52,355	New	+$1.13M	0.13%	175

Other funds holding KTOS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

L & S Advisors's KTOS Position: Q2 2026 in Review

L & S Advisors reduced its Kratos Defense & Security Solutions (KTOS) stake by 46% in Q2 2026, selling an estimated $599K and leaving 11,486 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #178.

L & S Advisors first reported a position in KTOS in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q3 2025. 628 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

L & S Advisors held 11,486 shares of Kratos Defense & Security Solutions worth $573K as of Q2 2026.
L & S Advisors sold 9,909 Kratos Defense & Security Solutions shares in Q2 2026, an estimated $599K.
Kratos Defense & Security Solutions made up 0.06% of L & S Advisors's portfolio in Q2 2026, its #178 holding.
L & S Advisors first reported a position in Kratos Defense & Security Solutions in Q3 2024 and has held it in 8 quarters since.
L & S Advisors's Kratos Defense & Security Solutions position peaked at $3.42M in Q3 2025.
628 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.