Rise Advisors’s Kinetik KNTK Stock Holding History

Rise 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	-194	Closed	-$8.29K	–	811
2025 Q3	$8.29K	Hold	194	–	–	﹤0.01%	1074
2025 Q2	$8.55K	Hold	194	–	–	﹤0.01%	1061
2025 Q1	$10.1K	Buy	+194	New	+$11.4K	﹤0.01%	964

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 $2.02B AUM 30.38% 1-Year Est. Return

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

Rise Advisors's KNTK Position: Q4 2025 in Review

Rise Advisors sold out of Kinetik (KNTK) in Q4 2025, closing a stake of 194 shares — an estimated $8.29K sold.

Rise Advisors first reported a position in KNTK in Q1 2025 and held it in 3 quarters. The position peaked at $10.1K in Q1 2025. 252 funds tracked by Wall St. Rank hold KNTK as of Q4 2025.

Rise Advisors reported no remaining Kinetik position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 194 Kinetik shares in Q4 2025, an estimated $8.29K.
Rise Advisors first reported a position in Kinetik in Q1 2025 and held it in 3 quarters.
Rise Advisors's Kinetik position peaked at $10.1K in Q1 2025.
252 funds tracked by Wall St. Rank held Kinetik as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.