SPC
KMTS

Sigma Planning Corp’s Kestra Medical Technologies KMTS Stock Holding History

Sigma Planning Corp’s Portfolio KMTS Stock Details KMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,250
Closed -$670K – 1424
2025
Q4 		$670K Hold
25,250
– – 0.02% 694
2025
Q3 		$600K Buy
25,250
+10,000
+66% +$179K 0.02% 739
2025
Q2 		$253K Buy
+15,250
New +$333K 0.01% 1062

Other funds holding KMTS

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AP
Andera Partners Paris $206M AUM
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's KMTS Position: Q1 2026 in Review

Sigma Planning Corp sold out of Kestra Medical Technologies (KMTS) in Q1 2026, closing a stake of 25,250 shares — an estimated $670K sold.

Sigma Planning Corp first reported a position in KMTS in Q2 2025 and held it in 3 quarters. The position peaked at $670K in Q4 2025. 103 funds tracked by Wall St. Rank hold KMTS as of Q1 2026.

  • Sigma Planning Corp reported no remaining Kestra Medical Technologies position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 25,250 Kestra Medical Technologies shares in Q1 2026, an estimated $670K.
  • Sigma Planning Corp first reported a position in Kestra Medical Technologies in Q2 2025 and held it in 3 quarters.
  • Sigma Planning Corp's Kestra Medical Technologies position peaked at $670K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Kestra Medical Technologies as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.