Summit Wealth Group (Colorado)’s KBR KBR Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,947	Closed	-$233K	–	446
2025 Q3	$233K	Buy	+3,947	New	+$191K	0.02%	428

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KBR Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of KBR (KBR) in Q4 2025, closing a stake of 3,947 shares — an estimated $233K sold.

Summit Wealth Group (Colorado) first reported a position in KBR in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 383 funds tracked by Wall St. Rank hold KBR as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining KBR position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 3,947 KBR shares in Q4 2025, an estimated $233K.
Summit Wealth Group (Colorado) first reported a position in KBR in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s KBR position peaked at $233K in Q3 2025.
383 funds tracked by Wall St. Rank held KBR as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.