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Measured Wealth Private Client Group’s Kirby Corp KEX Stock Holding History

Measured Wealth Private Client Group’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-39
Closed -$3.25K – 755
2025
Q3 		$3.25K Buy
+39
New +$3.92K ﹤0.01% 622

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Measured Wealth Private Client Group's KEX Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Kirby Corp (KEX) in Q4 2025, closing a stake of 39 shares — an estimated $3.25K sold.

Measured Wealth Private Client Group first reported a position in KEX in Q3 2025 and held it in 1 quarter. The position peaked at $3.25K in Q3 2025. 411 funds tracked by Wall St. Rank hold KEX as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Kirby Corp position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 39 Kirby Corp shares in Q4 2025, an estimated $3.25K.
  • Measured Wealth Private Client Group first reported a position in Kirby Corp in Q3 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Kirby Corp position peaked at $3.25K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Kirby Corp as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.