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Mark Sheptoff Financial Planning’s Kinetik KNTK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KNTK Stock Details KNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.67K Hold
200
– – 0.01% 361
2026
Q1 		$10.1K Hold
200
– – 0.01% 343
2025
Q4 		$7.21K Buy
+200
New +$7.22K ﹤0.01% 383

Other funds holding KNTK

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's KNTK Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Kinetik (KNTK) position steady in Q2 2026 at 200 shares worth $9.67K. The position accounts for 0.01% of the portfolio, ranked #361.

Mark Sheptoff Financial Planning first reported a position in KNTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q1 2026. 325 funds tracked by Wall St. Rank hold KNTK as of Q2 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Kinetik worth $9.67K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Kinetik share count unchanged in Q2 2026.
  • Kinetik made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #361 holding.
  • Mark Sheptoff Financial Planning first reported a position in Kinetik in Q4 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Kinetik position peaked at $10.1K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Kinetik as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.