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Mount Yale Investment Advisors’s Kratos Defense & Security Solutions KTOS Stock Holding History

Mount Yale Investment Advisors’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 		$439K Buy
+6,229
New +$597K 0.01% 758
2025
Q3 		– Sell
-7,721
Closed -$359K – 1176
2025
Q2 		$359K Sell
7,721
-2,352
-23% -$85.2K 0.03% 415
2025
Q1 		$299K Sell
10,073
-525
-5% -$15.9K 0.03% 437
2024
Q4 		$280K Sell
10,598
-1,759
-14% -$45.1K 0.02% 461
2024
Q3 		$288K Sell
12,357
-216
-2% -$4.67K 0.03% 448
2024
Q2 		$252K Sell
12,573
-166
-1% -$3.24K 0.02% 480
2024
Q1 		$234K Sell
12,739
-78
-0.6% -$1.42K 0.02% 493
2023
Q4 		$260K Sell
12,817
-158
-1% -$2.9K 0.02% 446
2023
Q3 		$195K Sell
12,975
-3,484
-21% -$51.8K 0.02% 479
2023
Q2 		$236K Sell
16,459
-5,301
-24% -$71.8K 0.03% 435
2023
Q1 		$293K Buy
+21,760
New +$259K 0.03% 381
2022
Q4 		– Sell
-18,603
Closed -$189K – 479
2022
Q3 		$189K Buy
18,603
+4,216
+29% +$56.5K 0.03% 427
2022
Q2 		$200K Buy
14,387
+4,275
+42% +$66.5K 0.03% 443
2022
Q1 		$207K Buy
+10,112
New +$185K 0.02% 445
2021
Q1 		– Sell
-10,120
Closed -$278K – 433
2020
Q4 		$278K Buy
+10,120
New +$222K 0.04% 310
2020
Q2 		– Sell
-12,235
Closed -$169K – 351
2020
Q1 		$169K Buy
+12,235
New +$211K 0.04% 274

Other funds holding KTOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Mount Yale Investment Advisors's KTOS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Kratos Defense & Security Solutions (KTOS) in Q1 2026: 6,229 shares worth $439K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KTOS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KTOS in Q1 2020 and has held it in 16 quarters since. 712 funds tracked by Wall St. Rank hold KTOS as of Q1 2026.

  • Mount Yale Investment Advisors held 6,229 shares of Kratos Defense & Security Solutions worth $439K as of Q1 2026.
  • Kratos Defense & Security Solutions was a new Mount Yale Investment Advisors position in Q1 2026.
  • Kratos Defense & Security Solutions made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #758 holding.
  • Mount Yale Investment Advisors first reported a position in Kratos Defense & Security Solutions in Q1 2020 and has held it in 16 quarters since.
  • 712 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.