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Maridea Wealth Management’s FS KKR Capital FSK Stock Holding History

Maridea Wealth Management’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,328
Closed -$216K – 288
2025
Q1 		$216K Sell
10,328
-2,748
-21% -$61.4K 0.07% 212
2024
Q4 		$284K Buy
+13,076
New +$274K 0.09% 183

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Maridea Wealth Management's FSK Position: Q2 2025 in Review

Maridea Wealth Management sold out of FS KKR Capital (FSK) in Q2 2025, closing a stake of 10,328 shares — an estimated $216K sold.

Maridea Wealth Management first reported a position in FSK in Q4 2024 and held it in 2 quarters. The position peaked at $284K in Q4 2024. 527 funds tracked by Wall St. Rank hold FSK as of Q2 2025.

  • Maridea Wealth Management reported no remaining FS KKR Capital position as of Q2 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 10,328 FS KKR Capital shares in Q2 2025, an estimated $216K.
  • Maridea Wealth Management first reported a position in FS KKR Capital in Q4 2024 and held it in 2 quarters.
  • Maridea Wealth Management's FS KKR Capital position peaked at $284K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2025.

Based on Maridea Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.