UAG
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United Advisor Group’s Kodiak Gas Services KGS Stock Holding History

United Advisor Group’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Hold
15,867
– – 0.13% 189
2026
Q1 		$925K Buy
15,867
+50
+0.3% +$2.43K 0.11% 197
2025
Q4 		$592K Buy
15,817
+304
+2% +$10.8K 0.07% 252
2025
Q3 		$574K Buy
15,513
+2,915
+23% +$98.3K 0.08% 242
2025
Q2 		$432K Buy
12,598
+292
+2% +$10.1K 0.07% 249
2025
Q1 		$459K Buy
12,306
+25
+0.2% +$1.07K 0.09% 196
2024
Q4 		$501K Buy
12,281
+519
+4% +$18.8K 0.1% 194
2024
Q3 		$341K Buy
+11,762
New +$324K 0.08% 260

Other funds holding KGS

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Advisor Group's KGS Position: Q2 2026 in Review

United Advisor Group held its Kodiak Gas Services (KGS) position steady in Q2 2026 at 15,867 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #189.

United Advisor Group first reported a position in KGS in Q3 2024 and has held it in 8 quarters since. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • United Advisor Group held 15,867 shares of Kodiak Gas Services worth $1.19M as of Q2 2026.
  • United Advisor Group left its Kodiak Gas Services share count unchanged in Q2 2026.
  • Kodiak Gas Services made up 0.13% of United Advisor Group's portfolio in Q2 2026, its #189 holding.
  • United Advisor Group first reported a position in Kodiak Gas Services in Q3 2024 and has held it in 8 quarters since.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.