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Letson Investment Management’s Kratos Defense & Security Solutions KTOS Stock Holding History

Letson Investment Management’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 		$657K Hold
13,170
– – 0.24% 64
2026
Q1 		$929K Hold
13,170
– – 0.36% 53
2025
Q4 		$1,000K Hold
13,170
– – 0.37% 51
2025
Q3 		$1.2M Hold
13,170
– – 0.43% 50
2025
Q2 		$612K Buy
+13,170
New +$477K 0.24% 60

Other funds holding KTOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
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

Letson Investment Management's KTOS Position: Q2 2026 in Review

Letson Investment Management held its Kratos Defense & Security Solutions (KTOS) position steady in Q2 2026 at 13,170 shares worth $657K. The position accounts for 0.24% of the portfolio, ranked #64.

Letson Investment Management first reported a position in KTOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2025. 627 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

  • Letson Investment Management held 13,170 shares of Kratos Defense & Security Solutions worth $657K as of Q2 2026.
  • Letson Investment Management left its Kratos Defense & Security Solutions share count unchanged in Q2 2026.
  • Kratos Defense & Security Solutions made up 0.24% of Letson Investment Management's portfolio in Q2 2026, its #64 holding.
  • Letson Investment Management first reported a position in Kratos Defense & Security Solutions in Q2 2025 and has held it in 5 quarters since.
  • Letson Investment Management's Kratos Defense & Security Solutions position peaked at $1.2M in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.