United Advisor Group’s Kinder Morgan KMI Stock Holding History

United Advisor Group’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Sell	31,008 -500	-2%	-$15.6K	0.13%	182
2025 Q4	$866K	Buy	31,508 +724	+2%	+$19.6K	0.11%	200
2025 Q3	$871K	Buy	30,784 +9,445	+44%	+$259K	0.12%	185
2025 Q2	$627K	Buy	21,339 +112	+0.5%	+$3.07K	0.11%	189
2025 Q1	$606K	Sell	21,227 -12,015	-36%	-$333K	0.12%	165
2024 Q4	$911K	Buy	33,242 +11,618	+54%	+$303K	0.18%	131
2024 Q3	$478K	Buy	21,624 +3,733	+21%	+$78.6K	0.11%	198
2024 Q2	$355K	Buy	+17,891	New	+$341K	0.11%	175

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

United Advisor Group reduced its Kinder Morgan (KMI) stake by 1.6% in Q1 2026, selling an estimated $15.6K and leaving 31,008 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #182.

United Advisor Group first reported a position in KMI in Q2 2024 and has held it in 8 quarters since. 1,828 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

United Advisor Group held 31,008 shares of Kinder Morgan worth $1.04M as of Q1 2026.
United Advisor Group sold 500 Kinder Morgan shares in Q1 2026, an estimated $15.6K.
Kinder Morgan made up 0.13% of United Advisor Group's portfolio in Q1 2026, its #182 holding.
United Advisor Group first reported a position in Kinder Morgan in Q2 2024 and has held it in 8 quarters since.
1,828 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

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