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Wealth Preservation Advisors’s KBR KBR Stock Holding History

Wealth Preservation Advisors’s Portfolio KBR Stock Details KBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25
Closed -$1.2K – 586
2025
Q2 		$1.2K Sell
25
-1
-4% -$52 ﹤0.01% 534
2025
Q1 		$1.29K Buy
+26
New +$1.39K ﹤0.01% 510

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Wealth Preservation Advisors's KBR Position: Q3 2025 in Review

Wealth Preservation Advisors sold out of KBR (KBR) in Q3 2025, closing a stake of 25 shares — an estimated $1.2K sold.

Wealth Preservation Advisors first reported a position in KBR in Q1 2025 and held it in 2 quarters. The position peaked at $1.29K in Q1 2025. 380 funds tracked by Wall St. Rank hold KBR as of Q3 2025.

  • Wealth Preservation Advisors reported no remaining KBR position as of Q3 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 25 KBR shares in Q3 2025, an estimated $1.2K.
  • Wealth Preservation Advisors first reported a position in KBR in Q1 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's KBR position peaked at $1.29K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held KBR as of Q3 2025.

Based on Wealth Preservation Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.