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True Wealth Design’s KBR KBR Stock Holding History

True Wealth Design’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
2026
Q2 		– Sell
-101
Closed -$3.72K – 2776
2026
Q1 		$3.72K Sell
101
-251
-71% -$10.3K ﹤0.01% 1318
2025
Q4 		$14.2K Buy
352
+113
+47% +$4.84K ﹤0.01% 729
2025
Q3 		$11.3K Buy
239
+238
+23,800% +$11.5K ﹤0.01% 793
2025
Q2 		$48 Sell
1
-177
-99% -$9.18K ﹤0.01% 2389
2025
Q1 		$8.87K Buy
178
+163
+1,087% +$8.69K ﹤0.01% 509
2024
Q4 		$869 Sell
15
-391
-96% -$24.9K ﹤0.01% 971
2024
Q3 		$26.4K Buy
+406
New +$26.4K 0.01% 280

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

True Wealth Design's KBR Position: Q2 2026 in Review

True Wealth Design sold out of KBR (KBR) in Q2 2026, closing a stake of 101 shares — an estimated $3.72K sold.

True Wealth Design first reported a position in KBR in Q3 2024 and held it in 7 quarters. The position peaked at $26.4K in Q3 2024. 361 funds tracked by Wall St. Rank hold KBR as of Q2 2026.

  • True Wealth Design reported no remaining KBR position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 101 KBR shares in Q2 2026, an estimated $3.72K.
  • True Wealth Design first reported a position in KBR in Q3 2024 and held it in 7 quarters.
  • True Wealth Design's KBR position peaked at $26.4K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held KBR as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.