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Clearstead Advisors’s Kyndryl KD Stock Holding History

Clearstead Advisors’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 		$21.1K Buy
1,862
+513
+38% +$6.39K ﹤0.01% 1777
2026
Q1 		$17.7K Sell
1,349
-799
-37% -$14.1K ﹤0.01% 1475
2025
Q4 		$57.1K Sell
2,148
-2,306
-52% -$62.5K ﹤0.01% 1349
2025
Q3 		$134K Buy
4,454
+1,159
+35% +$39.8K ﹤0.01% 971
2025
Q2 		$138K Buy
3,295
+1,875
+132% +$67.8K ﹤0.01% 975
2025
Q1 		$44.6K Buy
1,420
+176
+14% +$6.6K ﹤0.01% 1197
2024
Q4 		$43K Sell
1,244
-2,330
-65% -$67.8K ﹤0.01% 1200
2024
Q3 		$82.1K Buy
3,574
+267
+8% +$6.51K ﹤0.01% 1075
2024
Q2 		$87K Buy
3,307
+1,937
+141% +$46.4K ﹤0.01% 1026
2024
Q1 		$36.1K Buy
1,370
+479
+54% +$10.2K ﹤0.01% 840
2023
Q4 		$18.5K Sell
891
-10
-1% -$171 ﹤0.01% 960
2023
Q3 		$13.6K Sell
901
-8
-0.9% -$119 ﹤0.01% 948
2023
Q2 		$12.1K Buy
909
+24
+3% +$325 ﹤0.01% 962
2023
Q1 		$13.1K Sell
885
-594
-40% -$8.43K ﹤0.01% 911
2022
Q4 		$16.4K Sell
1,479
-271
-15% -$2.73K ﹤0.01% 831
2022
Q3 		$14K Sell
1,750
-439
-20% -$4.57K ﹤0.01% 834
2022
Q2 		$21K Sell
2,189
-250
-10% -$2.91K ﹤0.01% 792
2022
Q1 		$32K Sell
2,439
-172
-7% -$2.59K ﹤0.01% 766
2021
Q4 		$47K Buy
+2,611
New +$56.4K ﹤0.01% 668

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

Clearstead Advisors's KD Position: Q2 2026 in Review

Clearstead Advisors increased its Kyndryl (KD) stake by 38% in Q2 2026, buying an estimated $6.39K and bringing the position to 1,862 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Clearstead Advisors first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $138K in Q2 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Clearstead Advisors held 1,862 shares of Kyndryl worth $21.1K as of Q2 2026.
  • Clearstead Advisors bought 513 Kyndryl shares in Q2 2026, an estimated $6.39K.
  • Kyndryl made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1777 holding.
  • Clearstead Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Kyndryl position peaked at $138K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.