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Wealthspire Advisors (New York)’s KKR & Co KKR Stock Holding History

Wealthspire Advisors (New York)’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 		$336K Sell
3,630
-3,705
-51% -$391K ﹤0.01% 691
2025
Q4 		$935K Buy
7,335
+5,133
+233% +$638K 0.01% 448
2025
Q3 		$286K Sell
2,202
-159
-7% -$22.6K ﹤0.01% 690
2025
Q2 		$314K Sell
2,361
-896
-28% -$105K ﹤0.01% 653
2025
Q1 		$377K Buy
3,257
+355
+12% +$48.8K ﹤0.01% 583
2024
Q4 		$429K Buy
2,902
+590
+26% +$86.6K ﹤0.01% 552
2024
Q3 		$302K Buy
+2,312
New +$274K ﹤0.01% 618

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s KKR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its KKR & Co (KKR) stake by 51% in Q1 2026, selling an estimated $391K and leaving 3,630 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Wealthspire Advisors (New York) first reported a position in KKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $935K in Q4 2025. 1,281 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,630 shares of KKR & Co worth $336K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,705 KKR & Co shares in Q1 2026, an estimated $391K.
  • KKR & Co made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #691 holding.
  • Wealthspire Advisors (New York) first reported a position in KKR & Co in Q3 2024 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s KKR & Co position peaked at $935K in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.