Mark Sheptoff Financial Planning’s Kratos Defense & Security Solutions KTOS Stock Holding History

Mark Sheptoff Financial Planning’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	$974K	Buy	19,525 +400	+2%	+$24.2K	0.52%	37
2026 Q1	$1.13M	Buy	19,125 +125	+0.7%	+$12K	0.6%	31
2025 Q4	$1.44M	Sell	19,000 -10,000	-34%	-$819K	0.69%	26
2025 Q3	$2.65M	Buy	29,000 +400	+1%	+$25.6K	1.27%	20
2025 Q2	$1.33M	Buy	28,600 +4,450	+18%	+$161K	0.71%	29
2025 Q1	$717K	Buy	24,150 +1,300	+6%	+$39.5K	0.4%	45
2024 Q4	$603K	Buy	22,850 +7,350	+47%	+$188K	0.32%	52
2024 Q3	$361K	Buy	15,500 +11,400	+278%	+$247K	0.19%	64
2024 Q2	$82K	Buy	+4,100	New	+$80.1K	0.05%	148
2024 Q1	–	Sell	-5,300	Closed	-$108K	–	417
2023 Q4	$108K	Buy	+5,300	New	+$97.4K	0.06%	116

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

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

Mark Sheptoff Financial Planning increased its Kratos Defense & Security Solutions (KTOS) stake by 2.1% in Q2 2026, buying an estimated $24.2K and bringing the position to 19,525 shares worth $974K. The position accounts for 0.52% of the portfolio, ranked #37.

Mark Sheptoff Financial Planning first reported a position in KTOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.65M in Q3 2025. 630 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

Mark Sheptoff Financial Planning held 19,525 shares of Kratos Defense & Security Solutions worth $974K as of Q2 2026.
Mark Sheptoff Financial Planning bought 400 Kratos Defense & Security Solutions shares in Q2 2026, an estimated $24.2K.
Kratos Defense & Security Solutions made up 0.52% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #37 holding.
Mark Sheptoff Financial Planning first reported a position in Kratos Defense & Security Solutions in Q4 2023 and has held it in 10 quarters since.
Mark Sheptoff Financial Planning's Kratos Defense & Security Solutions position peaked at $2.65M in Q3 2025.
630 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

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