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Smallwood Wealth Investment Management’s Kratos Defense & Security Solutions KTOS Stock Holding History

Smallwood Wealth Investment Management’s Portfolio KTOS Stock Details KTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.9K Buy
1,000
+100
+11% +$6.05K 0.02% 190
2026
Q1 		$63.5K Hold
900
– – 0.03% 156
2025
Q4 		$68.3K Sell
900
-100
-10% -$8.19K 0.04% 148
2025
Q3 		$91.4K Hold
1,000
– – 0.05% 127
2025
Q2 		$46.5K Hold
1,000
– – 0.03% 174
2025
Q1 		$29.7K Buy
+1,000
New +$30.4K 0.02% 205

Other funds holding KTOS

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Smallwood Wealth Investment Management's KTOS Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Kratos Defense & Security Solutions (KTOS) stake by 11% in Q2 2026, buying an estimated $6.05K and bringing the position to 1,000 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #190.

Smallwood Wealth Investment Management first reported a position in KTOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $91.4K in Q3 2025. 218 funds tracked by Wall St. Rank hold KTOS as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,000 shares of Kratos Defense & Security Solutions worth $49.9K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 100 Kratos Defense & Security Solutions shares in Q2 2026, an estimated $6.05K.
  • Kratos Defense & Security Solutions made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #190 holding.
  • Smallwood Wealth Investment Management first reported a position in Kratos Defense & Security Solutions in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Kratos Defense & Security Solutions position peaked at $91.4K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.