Cherry Tree Wealth Management’s Kyndryl KD Stock Holding History

Cherry Tree 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 Q1	$1.19K	Hold	91	–	–	﹤0.01%	530
2025 Q4	$2.42K	Hold	91	–	–	﹤0.01%	521
2025 Q3	$2.73K	Hold	91	–	–	﹤0.01%	508
2025 Q2	$3.82K	Hold	91	–	–	﹤0.01%	500
2025 Q1	$2.86K	Hold	91	–	–	﹤0.01%	594
2024 Q4	$3.15K	Hold	91	–	–	﹤0.01%	509
2024 Q3	$2.09K	Sell	91 -28	-24%	-$683	﹤0.01%	534
2024 Q2	$3.13K	Hold	119	–	–	﹤0.01%	490
2024 Q1	$2.59K	Hold	119	–	–	﹤0.01%	491
2023 Q4	$2.47K	Hold	119	–	–	﹤0.01%	487
2023 Q3	$1.8K	Hold	119	–	–	﹤0.01%	493
2023 Q2	$1.58K	Buy	+119	New	+$1.61K	﹤0.01%	509

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

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

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Cherry Tree Wealth Management's KD Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Kyndryl (KD) position steady in Q1 2026 at 91 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Cherry Tree Wealth Management first reported a position in KD in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.82K in Q2 2025. 666 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Cherry Tree Wealth Management held 91 shares of Kyndryl worth $1.19K as of Q1 2026.
Cherry Tree Wealth Management left its Kyndryl share count unchanged in Q1 2026.
Kyndryl made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #530 holding.
Cherry Tree Wealth Management first reported a position in Kyndryl in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Kyndryl position peaked at $3.82K in Q2 2025.
666 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.