MWM
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Modern Wealth Management’s Knight Transportation KNX Stock Holding History

Modern Wealth Management’s Portfolio KNX Stock Details KNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Buy
+3,486
New +$200K ﹤0.01% 843
2025
Q3 		– Sell
-5,056
Closed -$224K – 825
2025
Q2 		$224K Sell
5,056
-348
-6% -$14.8K 0.01% 712
2025
Q1 		$235K Sell
5,404
-9,638
-64% -$497K 0.01% 602
2024
Q4 		$798K Sell
15,042
-15
-0.1% -$816 0.03% 290
2024
Q3 		$812K Sell
15,057
-869
-5% -$45K 0.05% 187
2024
Q2 		$795K Sell
15,926
-1,805
-10% -$88.4K 0.06% 161
2024
Q1 		$976K Sell
17,731
-9
-0.1% -$508 0.09% 116
2023
Q4 		$1.02M Buy
+17,740
New +$929K 0.13% 60

Other funds holding KNX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return