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
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 $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Advisor Group's KGS Position: Q1 2026 in Review

United Advisor Group increased its Kodiak Gas Services (KGS) stake by 0.32% in Q1 2026, buying an estimated $2.43K and bringing the position to 15,867 shares worth $925K. The position accounts for 0.11% of the portfolio, ranked #197.

United Advisor Group first reported a position in KGS in Q3 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • United Advisor Group held 15,867 shares of Kodiak Gas Services worth $925K as of Q1 2026.
  • United Advisor Group bought 50 Kodiak Gas Services shares in Q1 2026, an estimated $2.43K.
  • Kodiak Gas Services made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #197 holding.
  • United Advisor Group first reported a position in Kodiak Gas Services in Q3 2024 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.