SageView Advisory Group’s Kinetik KNTK Stock Holding History

SageView Advisory Group’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	–	Sell	-9,592	Closed	-$346K	–	1583
2025 Q4	$346K	Sell	9,592 -27,988	-74%	-$1.01M	0.01%	442
2025 Q3	$1.61M	Buy	+37,580	New	+$1.59M	0.06%	192

Other funds holding KNTK

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SageView Advisory Group's KNTK Position: Q1 2026 in Review

SageView Advisory Group sold out of Kinetik (KNTK) in Q1 2026, closing a stake of 9,592 shares — an estimated $346K sold.

SageView Advisory Group first reported a position in KNTK in Q3 2025 and held it in 2 quarters. The position peaked at $1.61M in Q3 2025. 309 funds tracked by Wall St. Rank hold KNTK as of Q1 2026.

SageView Advisory Group reported no remaining Kinetik position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 9,592 Kinetik shares in Q1 2026, an estimated $346K.
SageView Advisory Group first reported a position in Kinetik in Q3 2025 and held it in 2 quarters.
SageView Advisory Group's Kinetik position peaked at $1.61M in Q3 2025.
309 funds tracked by Wall St. Rank held Kinetik as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.