Crestwood Advisors Group’s Kyndryl KD Stock Holding History

Crestwood Advisors Group’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
2025 Q3	–	Sell	-4,959	Closed	-$208K	–	582
2025 Q2	$208K	Buy	+4,959	New	+$179K	﹤0.01%	511

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Crestwood Advisors Group's KD Position: Q3 2025 in Review

Crestwood Advisors Group sold out of Kyndryl (KD) in Q3 2025, closing a stake of 4,959 shares — an estimated $208K sold.

Crestwood Advisors Group first reported a position in KD in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

Crestwood Advisors Group reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
Crestwood Advisors Group sold 4,959 Kyndryl shares in Q3 2025, an estimated $208K.
Crestwood Advisors Group first reported a position in Kyndryl in Q2 2025 and held it in 1 quarter.
Crestwood Advisors Group's Kyndryl position peaked at $208K in Q2 2025.
689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Crestwood Advisors Group's 13F filing for Q3 2025, filed 7 Nov 2025.