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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
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's KNTK Position: Q1 2026 in Review

Root Financial Partners increased its Kinetik (KNTK) stake by 164% in Q1 2026, buying an estimated $766 and bringing the position to 29 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Root Financial Partners first reported a position in KNTK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.73K in Q3 2025. 309 funds tracked by Wall St. Rank hold KNTK as of Q1 2026.

  • Root Financial Partners held 29 shares of Kinetik worth $1.4K as of Q1 2026.
  • Root Financial Partners bought 18 Kinetik shares in Q1 2026, an estimated $766.
  • Kinetik made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2463 holding.
  • Root Financial Partners first reported a position in Kinetik in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Kinetik position peaked at $2.73K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Kinetik as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.