Root Financial Partners’s Kinetik KNTK Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-29	Closed	-$1.4K	–	1898
2026 Q1	$1.4K	Buy	29 +18	+164%	+$766	﹤0.01%	2463
2025 Q4	$397	Sell	11 -53	-83%	-$1.91K	﹤0.01%	2236
2025 Q3	$2.73K	Buy	+64	New	+$2.71K	﹤0.01%	1906

Other funds holding KNTK

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NIM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Root Financial Partners's KNTK Position: Q2 2026 in Review

Root Financial Partners sold out of Kinetik (KNTK) in Q2 2026, closing a stake of 29 shares — an estimated $1.4K sold.

Root Financial Partners first reported a position in KNTK in Q3 2025 and held it in 3 quarters. The position peaked at $2.73K in Q3 2025. 325 funds tracked by Wall St. Rank hold KNTK as of Q2 2026.

Root Financial Partners reported no remaining Kinetik position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 29 Kinetik shares in Q2 2026, an estimated $1.4K.
Root Financial Partners first reported a position in Kinetik in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Kinetik position peaked at $2.73K in Q3 2025.
325 funds tracked by Wall St. Rank held Kinetik as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.