Blue Bell Private Wealth Management’s Kyndryl KD Stock Holding History

Blue Bell Private 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
2026 Q2	–	Sell	-16	Closed	-$210	–	742
2026 Q1	$210	Sell	16 -70	-81%	-$1.23K	﹤0.01%	712
2025 Q4	$2.28K	Hold	86	–	–	﹤0.01%	641
2025 Q3	$2.58K	Sell	86 -40	-32%	-$1.37K	﹤0.01%	627
2025 Q2	$5.29K	Hold	126	–	–	﹤0.01%	580
2025 Q1	$3.96K	Hold	126	–	–	﹤0.01%	589
2024 Q4	$4.36K	Hold	126	–	–	﹤0.01%	559
2024 Q3	$2.9K	Hold	126	–	–	﹤0.01%	593
2024 Q2	$3.31K	Hold	126	–	–	﹤0.01%	602
2024 Q1	$2.74K	Hold	126	–	–	﹤0.01%	617
2023 Q4	$2.62K	Hold	126	–	–	﹤0.01%	608
2023 Q3	$1.9K	Hold	126	–	–	﹤0.01%	578
2023 Q2	$1.67K	Hold	126	–	–	﹤0.01%	593
2023 Q1	$1.86K	Hold	126	–	–	﹤0.01%	557
2022 Q4	$1.4K	Hold	126	–	–	﹤0.01%	603
2022 Q3	$1K	Hold	126	–	–	﹤0.01%	687
2022 Q2	$1K	Hold	126	–	–	﹤0.01%	738
2022 Q1	$2K	Hold	126	–	–	﹤0.01%	699
2021 Q4	$2K	Buy	+126	New	+$2.72K	﹤0.01%	689

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

Blue Bell Private Wealth Management's KD Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Kyndryl (KD) in Q2 2026, closing a stake of 16 shares — an estimated $210 sold.

Blue Bell Private Wealth Management first reported a position in KD in Q4 2021 and held it in 18 quarters. The position peaked at $5.29K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 16 Kyndryl shares in Q2 2026, an estimated $210.
Blue Bell Private Wealth Management first reported a position in Kyndryl in Q4 2021 and held it in 18 quarters.
Blue Bell Private Wealth Management's Kyndryl position peaked at $5.29K in Q2 2025.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.