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True Wealth Design’s Kirby Corp KEX Stock Holding History

True Wealth Design’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.6K Buy
181
+113
+166% +$16.2K 0.01% 741
2026
Q1 		$9.04K Buy
68
+40
+143% +$5.07K ﹤0.01% 1003
2025
Q4 		$3.09K Sell
28
-92
-77% -$9.35K ﹤0.01% 1285
2025
Q3 		$10K Sell
120
-254
-68% -$25.5K ﹤0.01% 833
2025
Q2 		$42.4K Buy
374
+308
+467% +$32.3K 0.01% 227
2025
Q1 		$6.67K Buy
66
+49
+288% +$5.11K ﹤0.01% 594
2024
Q4 		$1.8K Sell
17
-69
-80% -$8.31K ﹤0.01% 768
2024
Q3 		$10.5K Buy
+86
New +$10.3K ﹤0.01% 412

Other funds holding KEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

True Wealth Design increased its Kirby Corp (KEX) stake by 166% in Q2 2026, buying an estimated $16.2K and bringing the position to 181 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #741.

True Wealth Design first reported a position in KEX in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.4K in Q2 2025. 466 funds tracked by Wall St. Rank hold KEX as of Q2 2026.

  • True Wealth Design held 181 shares of Kirby Corp worth $24.6K as of Q2 2026.
  • True Wealth Design bought 113 Kirby Corp shares in Q2 2026, an estimated $16.2K.
  • Kirby Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #741 holding.
  • True Wealth Design first reported a position in Kirby Corp in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Kirby Corp position peaked at $42.4K in Q2 2025.
  • 466 funds tracked by Wall St. Rank held Kirby Corp as of Q2 2026.

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