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Venturi Wealth Management’s Katapult Holdings KPLT Stock Holding History

Venturi Wealth Management’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Hold
55,174
– – 0.01% 456
2026
Q1 		$390K Hold
55,174
– – 0.02% 409
2025
Q4 		$356K Hold
55,174
– – 0.02% 423
2025
Q3 		$660K Hold
55,174
– – 0.03% 278
2025
Q2 		$442K Hold
55,174
– – 0.02% 349
2025
Q1 		$564K Hold
55,174
– – 0.03% 309
2024
Q4 		$373K Hold
55,174
– – 0.02% 393
2024
Q3 		$573K Hold
55,174
– – 0.03% 266
2024
Q2 		$927K Hold
55,174
– – 0.05% 195
2024
Q1 		$643K Hold
55,174
– – 0.04% 230
2023
Q4 		$601K Sell
55,174
-3,667
-6% -$38.4K 0.04% 239
2023
Q3 		$603K Buy
58,841
+17,175
+41% +$273K 0.05% 222
2023
Q2 		$937K Sell
41,666
-400
-1% -$6.05K 0.08% 166
2023
Q1 		$469K Sell
42,066
-5,536
-12% -$120K 0.04% 236
2022
Q4 		$1.14M Hold
47,602
– – 0.1% 145
2022
Q3 		$1.14M Buy
47,602
+40,063
+531% +$1.24M 0.11% 115
2022
Q2 		$202K Buy
7,539
+5,139
+214% +$203K 0.02% 307
2022
Q1 		$143K Hold
2,400
– – 0.01% 328
2021
Q4 		$202K Sell
2,400
-400
-14% -$41.9K 0.02% 330
2021
Q3 		$380K Buy
+2,800
New +$487K 0.03% 253

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

Venturi Wealth Management's KPLT Position: Q2 2026 in Review

Venturi Wealth Management held its Katapult Holdings (KPLT) position steady in Q2 2026 at 55,174 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #456.

Venturi Wealth Management first reported a position in KPLT in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q3 2022. 6 funds tracked by Wall St. Rank hold KPLT as of Q2 2026.

  • Venturi Wealth Management held 55,174 shares of Katapult Holdings worth $365K as of Q2 2026.
  • Venturi Wealth Management left its Katapult Holdings share count unchanged in Q2 2026.
  • Katapult Holdings made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Venturi Wealth Management first reported a position in Katapult Holdings in Q3 2021 and has held it in 20 quarters since.
  • Venturi Wealth Management's Katapult Holdings position peaked at $1.14M in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Katapult Holdings as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.