Orion Portfolio Solutions’s KKR & Co KKR Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$8.77M	Buy	75,846 +14,373	+23%	+$1.98M	0.09%	227
2024 Q4	$9.09M	Sell	61,473 -1,906	-3%	-$280K	0.09%	212
2024 Q3	$8.28M	Buy	63,379 +7,425	+13%	+$878K	0.08%	233
2024 Q2	$5.89M	Sell	55,954 -4,373	-7%	-$445K	0.06%	278
2024 Q1	$6.07M	Sell	60,327 -17,799	-23%	-$1.64M	0.07%	285
2023 Q4	$6.42M	Sell	78,126 -4,167	-5%	-$282K	0.07%	256
2023 Q3	$5.07M	Buy	82,293 +1,462	+2%	+$88.8K	0.06%	292
2023 Q2	$4.53M	Sell	80,831 -10,712	-12%	-$561K	0.05%	353
2023 Q1	$4.81M	Buy	+91,543	New	+$4.91M	0.06%	284

Other funds holding KKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orion Portfolio Solutions's KKR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its KKR & Co (KKR) stake by 23% in Q1 2025, buying an estimated $1.98M and bringing the position to 75,846 shares worth $8.77M. The position accounts for 0.09% of the portfolio, ranked #227.

Orion Portfolio Solutions first reported a position in KKR in Q1 2023 and has held it in 9 quarters since. The position peaked at $9.09M in Q4 2024. 1,289 funds tracked by Wall St. Rank hold KKR as of Q1 2025.

Orion Portfolio Solutions held 75,846 shares of KKR & Co worth $8.77M as of Q1 2025.
Orion Portfolio Solutions bought 14,373 KKR & Co shares in Q1 2025, an estimated $1.98M.
KKR & Co made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #227 holding.
Orion Portfolio Solutions first reported a position in KKR & Co in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's KKR & Co position peaked at $9.09M in Q4 2024.
1,289 funds tracked by Wall St. Rank held KKR & Co as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.