Wealth Enhancement Advisory Services
KKR icon

Wealth Enhancement Advisory Services’s KKR & Co KKR Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$11.5M Sell
125,349
-4,237
-3% -$411K 0.02% 616
2026
Q1 		$11.2M Sell
129,586
-4,549
-3% -$480K 0.02% 550
2025
Q4 		$18.2M Buy
134,135
+5,178
+4% +$644K 0.02% 503
2025
Q3 		$16.1M Buy
128,957
+1,916
+2% +$272K 0.02% 505
2025
Q2 		$17.6M Buy
127,041
+1,213
+1% +$142K 0.03% 461
2025
Q1 		$14.5M Sell
125,828
-5,203
-4% -$716K 0.03% 490
2024
Q4 		$19.4M Buy
131,031
+11,343
+9% +$1.66M 0.04% 378
2024
Q3 		$15.6M Sell
119,688
-75
-0.1% -$8.87K 0.03% 401
2024
Q2 		$12.6M Sell
119,763
-23,847
-17% -$2.43M 0.03% 424
2024
Q1 		$14.4M Buy
143,610
+111,881
+353% +$10.3M 0.04% 384
2023
Q4 		$2.63M Buy
31,729
+9,433
+42% +$639K 0.01% 807
2023
Q3 		$1.37M Buy
+22,296
New +$1.35M ﹤0.01% 988

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's KKR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its KKR & Co (KKR) stake by 3.3% in Q2 2026, selling an estimated $411K and leaving 125,349 shares worth $11.5M. The position accounts for 0.02% of the portfolio, ranked #616.

Wealth Enhancement Advisory Services first reported a position in KKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.4M in Q4 2024. 193 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 125,349 shares of KKR & Co worth $11.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,237 KKR & Co shares in Q2 2026, an estimated $411K.
  • KKR & Co made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #616 holding.
  • Wealth Enhancement Advisory Services first reported a position in KKR & Co in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's KKR & Co position peaked at $19.4M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.