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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

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

Neuberger Berman Group

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return