Physician Wealth Advisors’s Kinetik KNTK Stock Holding History

Physician Wealth Advisors’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 Q4	–	Sell	-20	Closed	-$855	–	2100
2025 Q3	$855	Hold	20	–	–	﹤0.01%	1663
2025 Q2	$881	Hold	20	–	–	﹤0.01%	1513
2025 Q1	$1.04K	Hold	20	–	–	﹤0.01%	1026
2024 Q4	$1.14K	Buy	+20	New	+$1.08K	﹤0.01%	917

Other funds holding KNTK

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Physician Wealth Advisors's KNTK Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Kinetik (KNTK) in Q4 2025, closing a stake of 20 shares — an estimated $855 sold.

Physician Wealth Advisors first reported a position in KNTK in Q4 2024 and held it in 4 quarters. The position peaked at $1.14K in Q4 2024. 252 funds tracked by Wall St. Rank hold KNTK as of Q4 2025.

Physician Wealth Advisors reported no remaining Kinetik position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 20 Kinetik shares in Q4 2025, an estimated $855.
Physician Wealth Advisors first reported a position in Kinetik in Q4 2024 and held it in 4 quarters.
Physician Wealth Advisors's Kinetik position peaked at $1.14K in Q4 2024.
252 funds tracked by Wall St. Rank held Kinetik as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.