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SOA Wealth Advisors’s KULR Technology Group KULR Stock Holding History

SOA Wealth Advisors’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.76K Buy
1,250
+750
+150% +$2.5K ﹤0.01% 707
2026
Q1 		$1.19K Buy
500
+150
+43% +$466 ﹤0.01% 737
2025
Q4 		$1.04K Hold
350
– – ﹤0.01% 754
2025
Q3 		$1.46K Buy
350
+38
+12% +$202 ﹤0.01% 746
2025
Q2 		$2.23K Buy
312
+187
+150% +$1.77K ﹤0.01% 705
2025
Q1 		$1.32K Hold
125
– – ﹤0.01% 729
2024
Q4 		$3.55K Buy
+125
New +$974 ﹤0.01% 641

Other funds holding KULR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SOA Wealth Advisors's KULR Position: Q2 2026 in Review

SOA Wealth Advisors increased its KULR Technology Group (KULR) stake by 150% in Q2 2026, buying an estimated $2.5K and bringing the position to 1,250 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

SOA Wealth Advisors first reported a position in KULR in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold KULR as of Q2 2026.

  • SOA Wealth Advisors held 1,250 shares of KULR Technology Group worth $4.76K as of Q2 2026.
  • SOA Wealth Advisors bought 750 KULR Technology Group shares in Q2 2026, an estimated $2.5K.
  • KULR Technology Group made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #707 holding.
  • SOA Wealth Advisors first reported a position in KULR Technology Group in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held KULR Technology Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.