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Ripple Effect Asset Management’s Kodiak Gas Services KGS Stock Holding History

Ripple Effect Asset Management’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6M Sell
300,630
-157,370
-34% -$10.7M 5.24% 3
2026
Q1 		$26.7M Sell
458,000
-638,000
-58% -$31M 3.94% 5
2025
Q4 		$41M Buy
1,096,000
+676,000
+161% +$23.9M 11.75% 2
2025
Q3 		$15.5M Buy
420,000
+220,000
+110% +$7.42M 3.04% 11
2025
Q2 		$6.85M Buy
+200,000
New +$6.92M 1.01% 31

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ripple Effect Asset Management's KGS Position: Q2 2026 in Review

Ripple Effect Asset Management reduced its Kodiak Gas Services (KGS) stake by 34% in Q2 2026, selling an estimated $10.7M and leaving 300,630 shares worth $22.6M. The position accounts for 5.24% of the portfolio, ranked #3.

Ripple Effect Asset Management first reported a position in KGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $41M in Q4 2025. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Ripple Effect Asset Management held 300,630 shares of Kodiak Gas Services worth $22.6M as of Q2 2026.
  • Ripple Effect Asset Management sold 157,370 Kodiak Gas Services shares in Q2 2026, an estimated $10.7M.
  • Kodiak Gas Services made up 5.24% of Ripple Effect Asset Management's portfolio in Q2 2026, its #3 holding.
  • Ripple Effect Asset Management first reported a position in Kodiak Gas Services in Q2 2025 and has held it in 5 quarters since.
  • Ripple Effect Asset Management's Kodiak Gas Services position peaked at $41M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Ripple Effect Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.