TWD
KEX icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return