PWMG
KMTS

Private Wealth Management Group’s Kestra Medical Technologies KMTS Stock Holding History

Private Wealth Management Group’s Portfolio KMTS Stock Details KMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-183
Closed -$3.04K – 1546
2025
Q2 		$3.04K Buy
+183
New +$4K ﹤0.01% 954

Other funds holding KMTS

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Private Wealth Management Group's KMTS Position: Q3 2025 in Review

Private Wealth Management Group sold out of Kestra Medical Technologies (KMTS) in Q3 2025, closing a stake of 183 shares — an estimated $3.04K sold.

Private Wealth Management Group first reported a position in KMTS in Q2 2025 and held it in 1 quarter. The position peaked at $3.04K in Q2 2025. 80 funds tracked by Wall St. Rank hold KMTS as of Q3 2025.

  • Private Wealth Management Group reported no remaining Kestra Medical Technologies position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 183 Kestra Medical Technologies shares in Q3 2025, an estimated $3.04K.
  • Private Wealth Management Group first reported a position in Kestra Medical Technologies in Q2 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Kestra Medical Technologies position peaked at $3.04K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Kestra Medical Technologies as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.