Winch Advisory Services’s Katapult Holdings KPLT Stock Holding History

Winch Advisory Services’s Portfolio KPLT Stock Details KPLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7	Hold	1	–	–	﹤0.01%	550
2026 Q1	$7	Hold	1	–	–	﹤0.01%	511
2025 Q4	$6	Hold	1	–	–	﹤0.01%	503
2025 Q3	$12	Hold	1	–	–	﹤0.01%	503
2025 Q2	$8	Hold	1	–	–	﹤0.01%	496
2025 Q1	$10	Hold	1	–	–	﹤0.01%	492
2024 Q4	$7	Hold	1	–	–	﹤0.01%	542
2024 Q3	$10	Hold	1	–	–	﹤0.01%	457
2024 Q2	$17	Hold	1	–	–	﹤0.01%	450
2024 Q1	$12	Hold	1	–	–	﹤0.01%	443
2023 Q4	$11	Hold	1	–	–	﹤0.01%	438
2023 Q3	$0	Hold	1	–	–	﹤0.01%	436
2023 Q2	$0	Hold	1	–	–	﹤0.01%	429
2023 Q1	$0	Hold	1	–	–	﹤0.01%	425
2022 Q4	$0	Hold	1	–	–	﹤0.01%	415
2022 Q3	$0	Hold	1	–	–	﹤0.01%	419
2022 Q2	$0	Hold	1	–	–	﹤0.01%	454
2022 Q1	$0	Hold	1	–	–	﹤0.01%	474
2021 Q4	$0	Buy	+1	New	+$105	﹤0.01%	490

Other funds holding KPLT

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winch Advisory Services's KPLT Position: Q2 2026 in Review

Winch Advisory Services held its Katapult Holdings (KPLT) position steady in Q2 2026 at 1 share worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Winch Advisory Services first reported a position in KPLT in Q4 2021 and has held it in 19 quarters since. The position peaked at $17 in Q2 2024. 6 funds tracked by Wall St. Rank hold KPLT as of Q2 2026.

Winch Advisory Services held 1 share of Katapult Holdings worth $7 as of Q2 2026.
Winch Advisory Services left its Katapult Holdings share count unchanged in Q2 2026.
Katapult Holdings made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #550 holding.
Winch Advisory Services first reported a position in Katapult Holdings in Q4 2021 and has held it in 19 quarters since.
Winch Advisory Services's Katapult Holdings position peaked at $17 in Q2 2024.
6 funds tracked by Wall St. Rank held Katapult Holdings as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.