Sageworth Trust’s KKR & Co KKR Stock Holding History

Sageworth Trust’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-22,245	Closed	-$2.89M	–	211
2025 Q3	$2.89M	Buy	+22,245	New	+$3.16M	0.13%	51

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sageworth Trust's KKR Position: Q4 2025 in Review

Sageworth Trust sold out of KKR & Co (KKR) in Q4 2025, closing a stake of 22,245 shares — an estimated $2.89M sold.

Sageworth Trust first reported a position in KKR in Q3 2025 and held it in 1 quarter. The position peaked at $2.89M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold KKR as of Q4 2025.

Sageworth Trust reported no remaining KKR & Co position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 22,245 KKR & Co shares in Q4 2025, an estimated $2.89M.
Sageworth Trust first reported a position in KKR & Co in Q3 2025 and held it in 1 quarter.
Sageworth Trust's KKR & Co position peaked at $2.89M in Q3 2025.
1,406 funds tracked by Wall St. Rank held KKR & Co as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.