NewEdge Wealth’s Kinetik KNTK Stock Holding History

NewEdge Wealth’s Portfolio KNTK Stock Details KNTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,045	Closed	-$210K	–	999
2025 Q1	$210K	Sell	4,045 -247	-6%	-$14.5K	﹤0.01%	878
2024 Q4	$243K	Buy	+4,292	New	+$232K	﹤0.01%	825

Other funds holding KNTK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

NewEdge Wealth's KNTK Position: Q2 2025 in Review

NewEdge Wealth sold out of Kinetik (KNTK) in Q2 2025, closing a stake of 4,045 shares — an estimated $210K sold.

NewEdge Wealth first reported a position in KNTK in Q4 2024 and held it in 2 quarters. The position peaked at $243K in Q4 2024. 277 funds tracked by Wall St. Rank hold KNTK as of Q2 2025.

NewEdge Wealth reported no remaining Kinetik position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 4,045 Kinetik shares in Q2 2025, an estimated $210K.
NewEdge Wealth first reported a position in Kinetik in Q4 2024 and held it in 2 quarters.
NewEdge Wealth's Kinetik position peaked at $243K in Q4 2024.
277 funds tracked by Wall St. Rank held Kinetik as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.