WIA
FSK icon

Wealthedge Investment Advisors’s FS KKR Capital FSK Stock Holding History

Wealthedge Investment Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Sell
18,525
-2,055
-10% -$22.1K 0.07% 139
2026
Q1 		$210K Hold
20,580
– – 0.08% 135
2025
Q4 		$305K Buy
20,580
+750
+4% +$11.4K 0.11% 106
2025
Q3 		$296K Sell
19,830
-473
-2% -$8.95K 0.11% 109
2025
Q2 		$421K Hold
20,303
– – 0.18% 106
2025
Q1 		$425K Hold
20,303
– – 0.19% 103
2024
Q4 		$441K Buy
+20,303
New +$426K 0.2% 102

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wealthedge Investment Advisors's FSK Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its FS KKR Capital (FSK) stake by 10% in Q2 2026, selling an estimated $22.1K and leaving 18,525 shares worth $195K. The position accounts for 0.07% of the portfolio, ranked #139.

Wealthedge Investment Advisors first reported a position in FSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Wealthedge Investment Advisors held 18,525 shares of FS KKR Capital worth $195K as of Q2 2026.
  • Wealthedge Investment Advisors sold 2,055 FS KKR Capital shares in Q2 2026, an estimated $22.1K.
  • FS KKR Capital made up 0.07% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Wealthedge Investment Advisors first reported a position in FS KKR Capital in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's FS KKR Capital position peaked at $441K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.