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Sequoia Financial Advisors’s Kinetik KNTK Stock Holding History

Sequoia Financial 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
-18,696
Closed -$799K – 1966
2025
Q3 		$799K Buy
18,696
+5
+0% +$211 ﹤0.01% 897
2025
Q2 		$823K Buy
18,691
+21
+0.1% +$922 0.01% 772
2025
Q1 		$970K Buy
+18,670
New +$1.09M 0.01% 624

Other funds holding KNTK

Blackstone Inc
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's KNTK Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of Kinetik (KNTK) in Q4 2025, closing a stake of 18,696 shares — an estimated $799K sold.

Sequoia Financial Advisors first reported a position in KNTK in Q1 2025 and held it in 3 quarters. The position peaked at $970K in Q1 2025. 252 funds tracked by Wall St. Rank hold KNTK as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining Kinetik position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 18,696 Kinetik shares in Q4 2025, an estimated $799K.
  • Sequoia Financial Advisors first reported a position in Kinetik in Q1 2025 and held it in 3 quarters.
  • Sequoia Financial Advisors's Kinetik position peaked at $970K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Kinetik as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.