Arax Advisory Partners’s Kyndryl KD Stock Holding History

Arax Advisory Partners’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 Q1	$113K	Buy	8,580 +5,289	+161%	+$93.1K	﹤0.01%	1329
2025 Q4	$87.4K	Sell	3,291 -65,292	-95%	-$1.77M	﹤0.01%	1387
2025 Q3	$2.06M	Buy	68,583 +66,154	+2,724%	+$2.27M	0.03%	456
2025 Q2	$102K	Sell	2,429 -305	-11%	-$11K	﹤0.01%	930
2025 Q1	$85.8K	Buy	2,734 +903	+49%	+$33.8K	0.01%	770
2024 Q4	$63.4K	Sell	1,831 -54	-3%	-$1.57K	﹤0.01%	825
2024 Q3	$43.3K	Hold	1,885	–	–	﹤0.01%	776
2024 Q2	$49.6K	Buy	1,885 +3	+0.2%	+$72	﹤0.01%	665
2024 Q1	$41K	Buy	1,882 +24	+1%	+$510	﹤0.01%	540
2023 Q4	$38.6K	Sell	1,858 -100	-5%	-$1.71K	﹤0.01%	529
2023 Q3	$29.6K	Sell	1,958 -168	-8%	-$2.49K	﹤0.01%	535
2023 Q2	$28.2K	Buy	2,126 +20	+0.9%	+$271	﹤0.01%	536
2023 Q1	$31.1K	Hold	2,106	–	–	﹤0.01%	520
2022 Q4	$23.4K	Hold	2,106	–	–	﹤0.01%	545
2022 Q3	$17K	Sell	2,106 -83	-4%	-$863	﹤0.01%	589
2022 Q2	$21K	Buy	2,189 +508	+30%	+$5.91K	﹤0.01%	560
2022 Q1	$22K	Sell	1,681 -292	-15%	-$4.39K	﹤0.01%	560
2021 Q4	$36K	Buy	+1,973	New	+$42.6K	﹤0.01%	497

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

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

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return