Atticus Wealth Management’s Kyndryl KD Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-3,337	Closed	-$140K	–	427
2025 Q2	$140K	Buy	3,337 +3,325	+27,708%	+$120K	0.04%	209
2025 Q1	$377	Hold	12	–	–	﹤0.01%	486
2024 Q4	$416	Hold	12	–	–	﹤0.01%	503
2024 Q3	$276	Hold	12	–	–	﹤0.01%	506
2024 Q2	$316	Hold	12	–	–	﹤0.01%	511
2024 Q1	$262	Hold	12	–	–	﹤0.01%	529
2023 Q4	$250	Hold	12	–	–	﹤0.01%	539
2023 Q3	$182	Hold	12	–	–	﹤0.01%	571
2023 Q2	$160	Hold	12	–	–	﹤0.01%	568
2023 Q1	$178	Sell	12 -60	-83%	-$851	﹤0.01%	529
2022 Q4	$801	Hold	72	–	–	﹤0.01%	498
2022 Q3	$1K	Hold	72	–	–	﹤0.01%	543
2022 Q2	$1K	Hold	72	–	–	﹤0.01%	577
2022 Q1	$1K	Buy	72 +60	+500%	+$903	﹤0.01%	564
2021 Q4	$0	Buy	+12	New	+$259	﹤0.01%	463

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atticus Wealth Management's KD Position: Q3 2025 in Review

Atticus Wealth Management sold out of Kyndryl (KD) in Q3 2025, closing a stake of 3,337 shares — an estimated $140K sold.

Atticus Wealth Management first reported a position in KD in Q4 2021 and held it in 15 quarters. The position peaked at $140K in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

Atticus Wealth Management reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 3,337 Kyndryl shares in Q3 2025, an estimated $140K.
Atticus Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Kyndryl position peaked at $140K in Q2 2025.
689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.