180 Wealth Advisors’s Kyndryl KD Stock Holding History

180 Wealth Advisors’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Buy	30,086 +1,265	+4%	+$15.8K	0.03%	365
2026 Q1	$378K	Buy	28,821 +12,677	+79%	+$223K	0.04%	320
2025 Q4	$429K	Sell	16,144 -304	-2%	-$8.24K	0.05%	288
2025 Q3	$494K	Sell	16,448 -1,862	-10%	-$64K	0.06%	263
2025 Q2	$768K	Sell	18,310 -2,970	-14%	-$107K	0.11%	178
2025 Q1	$668K	Buy	21,280 +62	+0.3%	+$2.32K	0.11%	185
2024 Q4	$734K	Hold	21,218	–	–	0.12%	165
2024 Q3	$488K	Sell	21,218 -26	-0.1%	-$634	0.08%	235
2024 Q2	$559K	Sell	21,244 -2,767	-12%	-$66.3K	0.09%	201
2024 Q1	$522K	Sell	24,011 -1,247	-5%	-$26.5K	0.09%	200
2023 Q4	$507K	Sell	25,258 -515	-2%	-$8.8K	0.1%	198
2023 Q3	$389K	Buy	25,773 +204	+0.8%	+$3.02K	0.09%	222
2023 Q2	$339K	Sell	25,569 -50	-0.2%	-$677	0.07%	236
2023 Q1	$378K	Sell	25,619 -843	-3%	-$12K	0.09%	218
2022 Q4	$345K	Sell	26,462 -1,696	-6%	-$17.1K	0.08%	238
2022 Q3	$233K	Buy	28,158 +2,835	+11%	+$29.5K	0.06%	296
2022 Q2	$254K	Buy	25,323 +5,325	+27%	+$62K	0.06%	296
2022 Q1	$250K	Buy	19,998 +5,839	+41%	+$87.9K	0.05%	314
2021 Q4	$234K	Buy	+14,159	New	+$306K	0.05%	320

Other funds holding KD

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

180 Wealth Advisors's KD Position: Q2 2026 in Review

180 Wealth Advisors increased its Kyndryl (KD) stake by 4.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 30,086 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #365.

180 Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $768K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

180 Wealth Advisors held 30,086 shares of Kyndryl worth $340K as of Q2 2026.
180 Wealth Advisors bought 1,265 Kyndryl shares in Q2 2026, an estimated $15.8K.
Kyndryl made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #365 holding.
180 Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
180 Wealth Advisors's Kyndryl position peaked at $768K in Q2 2025.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.