UAG
KGS icon

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
Q3 		$1.47M Buy
27,803
+11,936
+75% +$729K 0.14% 168
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

United Advisor Group's KGS Position: Q3 2026 in Review

United Advisor Group increased its Kodiak Gas Services (KGS) stake by 75% in Q3 2026, buying an estimated $729K and bringing the position to 27,803 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #168.

United Advisor Group first reported a position in KGS in Q3 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold KGS as of Q3 2026.

  • United Advisor Group held 27,803 shares of Kodiak Gas Services worth $1.47M as of Q3 2026.
  • United Advisor Group bought 11,936 Kodiak Gas Services shares in Q3 2026, an estimated $729K.
  • Kodiak Gas Services made up 0.14% of United Advisor Group's portfolio in Q3 2026, its #168 holding.
  • United Advisor Group first reported a position in Kodiak Gas Services in Q3 2024 and has held it in 9 quarters since.
  • 152 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.