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Sheets Smith Wealth Management’s Kodiak Gas Services KGS Stock Holding History

Sheets Smith Wealth Management’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,790
Closed -$563K – 374
2024
Q4 		$563K Buy
+13,790
New +$499K 0.07% 245

Other funds holding KGS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheets Smith Wealth Management's KGS Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Kodiak Gas Services (KGS) in Q1 2025, closing a stake of 13,790 shares — an estimated $563K sold.

Sheets Smith Wealth Management first reported a position in KGS in Q4 2024 and held it in 1 quarter. The position peaked at $563K in Q4 2024. 227 funds tracked by Wall St. Rank hold KGS as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Kodiak Gas Services position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 13,790 Kodiak Gas Services shares in Q1 2025, an estimated $563K.
  • Sheets Smith Wealth Management first reported a position in Kodiak Gas Services in Q4 2024 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Kodiak Gas Services position peaked at $563K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.