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 Q2	$986K	Sell	30,848 -160	-0.5%	-$5.16K	0.1%	217
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

United Advisor Group reduced its Kinder Morgan (KMI) stake by 0.52% in Q2 2026, selling an estimated $5.16K and leaving 30,848 shares worth $986K. The position accounts for 0.1% of the portfolio, ranked #217.

United Advisor Group first reported a position in KMI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2026. 1,836 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

United Advisor Group held 30,848 shares of Kinder Morgan worth $986K as of Q2 2026.
United Advisor Group sold 160 Kinder Morgan shares in Q2 2026, an estimated $5.16K.
Kinder Morgan made up 0.1% of United Advisor Group's portfolio in Q2 2026, its #217 holding.
United Advisor Group first reported a position in Kinder Morgan in Q2 2024 and has held it in 9 quarters since.
United Advisor Group's Kinder Morgan position peaked at $1.04M in Q1 2026.
1,836 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

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