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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Mark Sheptoff Financial Planning increased its Kratos Defense & Security Solutions (KTOS) stake by 0.66% in Q1 2026, buying an estimated $12K and bringing the position to 19,125 shares worth $1.13M. The position accounts for 0.6% of the portfolio, ranked #31.

Mark Sheptoff Financial Planning first reported a position in KTOS in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.65M in Q3 2025. 711 funds tracked by Wall St. Rank hold KTOS as of Q1 2026.

Mark Sheptoff Financial Planning held 19,125 shares of Kratos Defense & Security Solutions worth $1.13M as of Q1 2026.
Mark Sheptoff Financial Planning bought 125 Kratos Defense & Security Solutions shares in Q1 2026, an estimated $12K.
Kratos Defense & Security Solutions made up 0.6% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #31 holding.
Mark Sheptoff Financial Planning first reported a position in Kratos Defense & Security Solutions in Q4 2023 and has held it in 9 quarters since.
Mark Sheptoff Financial Planning's Kratos Defense & Security Solutions position peaked at $2.65M in Q3 2025.
711 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q1 2026.

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