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 Q1	$221K	Buy	+3,797	New	+$184K	﹤0.01%	462

Other funds holding KGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williams Jones Wealth Management's KGS Position: Q1 2026 in Review

Williams Jones Wealth Management opened a new position in Kodiak Gas Services (KGS) in Q1 2026: 3,797 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings.

326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

Williams Jones Wealth Management held 3,797 shares of Kodiak Gas Services worth $221K as of Q1 2026.
Kodiak Gas Services was a new Williams Jones Wealth Management position in Q1 2026.
Kodiak Gas Services made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #462 holding.
326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.