Clearstead Trust’s Kyndryl KD Stock Holding History

Clearstead Trust’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	-133	Closed	-$1.75K	–	996
2026 Q1	$1.75K	Hold	133	–	–	﹤0.01%	895
2025 Q4	$3.53K	Hold	133	–	–	﹤0.01%	824
2025 Q3	$3.99K	Sell	133 -9	-6%	-$309	﹤0.01%	812
2025 Q2	$5.94K	Sell	142 -1	-0.7%	-$36	﹤0.01%	713
2025 Q1	$4.5K	Sell	143 -2	-1%	-$75	﹤0.01%	626
2024 Q4	$5.02K	Hold	145	–	–	﹤0.01%	387
2024 Q3	$3.33K	Hold	145	–	–	﹤0.01%	387
2024 Q2	$3.81K	Sell	145 -12	-8%	-$288	﹤0.01%	395
2024 Q1	$3.42K	Buy	157 +10	+7%	+$213	﹤0.01%	391
2023 Q4	$3.06K	Sell	147 -5	-3%	-$85	﹤0.01%	382
2023 Q3	$2.3K	Hold	152	–	–	﹤0.01%	410
2023 Q2	$2.02K	Sell	152 -27	-15%	-$365	﹤0.01%	362
2023 Q1	$2.64K	Sell	179 -254	-59%	-$3.6K	﹤0.01%	339
2022 Q4	$5K	Sell	433 -51	-11%	-$513	﹤0.01%	339
2022 Q3	$4K	Buy	+484	New	+$5.03K	﹤0.01%	332

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

Clearstead Trust's KD Position: Q2 2026 in Review

Clearstead Trust sold out of Kyndryl (KD) in Q2 2026, closing a stake of 133 shares — an estimated $1.75K sold.

Clearstead Trust first reported a position in KD in Q3 2022 and held it in 15 quarters. The position peaked at $5.94K in Q2 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Clearstead Trust reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
Clearstead Trust sold 133 Kyndryl shares in Q2 2026, an estimated $1.75K.
Clearstead Trust first reported a position in Kyndryl in Q3 2022 and held it in 15 quarters.
Clearstead Trust's Kyndryl position peaked at $5.94K in Q2 2025.
671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

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