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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
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 $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's KNTK Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Kinetik (KNTK) position steady in Q1 2026 at 200 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #343.

Mark Sheptoff Financial Planning first reported a position in KNTK in Q4 2025 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold KNTK as of Q1 2026.

  • Mark Sheptoff Financial Planning held 200 shares of Kinetik worth $10.1K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Kinetik share count unchanged in Q1 2026.
  • Kinetik made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #343 holding.
  • Mark Sheptoff Financial Planning first reported a position in Kinetik in Q4 2025 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Kinetik as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.