WJWM
KGS icon

Williams Jones Wealth Management’s Kodiak Gas Services KGS Stock Holding History

Williams Jones Wealth Management’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Hold
3,797
– – ﹤0.01% 455
2026
Q1 		$221K Buy
+3,797
New +$184K ﹤0.01% 462

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Williams Jones Wealth Management's KGS Position: Q2 2026 in Review

Williams Jones Wealth Management held its Kodiak Gas Services (KGS) position steady in Q2 2026 at 3,797 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Williams Jones Wealth Management first reported a position in KGS in Q1 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Williams Jones Wealth Management held 3,797 shares of Kodiak Gas Services worth $285K as of Q2 2026.
  • Williams Jones Wealth Management left its Kodiak Gas Services share count unchanged in Q2 2026.
  • Kodiak Gas Services made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Williams Jones Wealth Management first reported a position in Kodiak Gas Services in Q1 2026 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.