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Asset Planning Inc’s Kyndryl KD Stock Holding History

Asset Planning Inc’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 		$3.38K Hold
299
– – ﹤0.01% 290
2026
Q1 		$3.92K Hold
299
– – ﹤0.01% 266
2025
Q4 		$7.94K Hold
299
– – 0.01% 241
2025
Q3 		$8.98K Hold
299
– – 0.01% 237
2025
Q2 		$12.5K Hold
299
– – 0.01% 226
2025
Q1 		$9.39K Hold
299
– – 0.01% 245
2024
Q4 		$10.3K Buy
+299
New +$8.7K 0.01% 244

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Asset Planning Inc's KD Position: Q2 2026 in Review

Asset Planning Inc held its Kyndryl (KD) position steady in Q2 2026 at 299 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Asset Planning Inc first reported a position in KD in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5K in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Asset Planning Inc held 299 shares of Kyndryl worth $3.38K as of Q2 2026.
  • Asset Planning Inc left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #290 holding.
  • Asset Planning Inc first reported a position in Kyndryl in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Kyndryl position peaked at $12.5K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.