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Nova Wealth Management’s KKR & Co KKR Stock Holding History

Nova Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84 Sell
1
-42
-98% -$4.07K ﹤0.01% 565
2026
Q1 		$3.97K Sell
43
-14
-25% -$1.48K ﹤0.01% 450
2025
Q4 		$7.31K Hold
57
– – 0.01% 383
2025
Q3 		$7.45K Hold
57
– – 0.01% 375
2025
Q2 		$7.63K Buy
57
+48
+533% +$5.62K 0.01% 392
2025
Q1 		$1.04K Buy
+9
New +$1.24K ﹤0.01% 476

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nova Wealth Management's KKR Position: Q2 2026 in Review

Nova Wealth Management reduced its KKR & Co (KKR) stake by 98% in Q2 2026, selling an estimated $4.07K and leaving 1 share worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Nova Wealth Management first reported a position in KKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.63K in Q2 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Nova Wealth Management held 1 share of KKR & Co worth $84 as of Q2 2026.
  • Nova Wealth Management sold 42 KKR & Co shares in Q2 2026, an estimated $4.07K.
  • KKR & Co made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Nova Wealth Management first reported a position in KKR & Co in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's KKR & Co position peaked at $7.63K in Q2 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.