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United Asset Strategies’s KKR & Co KKR Stock Holding History

United Asset Strategies’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,569
Closed -$1.73M – 272
2025
Q4 		$1.73M Buy
13,569
+386
+3% +$48K 0.13% 110
2025
Q3 		$1.71M Sell
13,183
-891
-6% -$126K 0.14% 108
2025
Q2 		$1.87M Buy
14,074
+2,556
+22% +$299K 0.16% 103
2025
Q1 		$1.33M Sell
11,518
-4,849
-30% -$667K 0.12% 126
2024
Q4 		$2.42M Sell
16,367
-712
-4% -$104K 0.22% 89
2024
Q3 		$2.23M Sell
17,079
-1,119
-6% -$132K 0.21% 94
2024
Q2 		$1.92M Sell
18,198
-2,941
-14% -$299K 0.19% 100
2024
Q1 		$2.13M Sell
21,139
-935
-4% -$86K 0.21% 92
2023
Q4 		$1.83M Buy
+22,074
New +$1.49M 0.21% 92

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

United Asset Strategies's KKR Position: Q1 2026 in Review

United Asset Strategies sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 13,569 shares — an estimated $1.73M sold.

United Asset Strategies first reported a position in KKR in Q4 2023 and held it in 9 quarters. The position peaked at $2.42M in Q4 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • United Asset Strategies reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
  • United Asset Strategies sold 13,569 KKR & Co shares in Q1 2026, an estimated $1.73M.
  • United Asset Strategies first reported a position in KKR & Co in Q4 2023 and held it in 9 quarters.
  • United Asset Strategies's KKR & Co position peaked at $2.42M in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on United Asset Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.