Curio Wealth’s Kyndryl KD Stock Holding History

Curio Wealth’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	-240	Closed	-$3.15K	–	628
2026 Q1	$3.15K	Sell	240 -7	-3%	-$123	﹤0.01%	288
2025 Q4	$6.74K	Buy	247 +167	+209%	+$4.53K	﹤0.01%	277
2025 Q3	$2.4K	Sell	80 -9	-10%	-$309	﹤0.01%	238
2025 Q2	$3.73K	Buy	89 +87	+4,350%	+$3.15K	﹤0.01%	250
2025 Q1	$3.08K	Sell	2 -78	-98%	-$2.92K	﹤0.01%	287
2024 Q4	$2.77K	Buy	+80	New	+$2.33K	﹤0.01%	260

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 $3.38T AUM 44.17% 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

Curio Wealth's KD Position: Q2 2026 in Review

Curio Wealth sold out of Kyndryl (KD) in Q2 2026, closing a stake of 240 shares — an estimated $3.15K sold.

Curio Wealth first reported a position in KD in Q4 2024 and held it in 6 quarters. The position peaked at $6.74K in Q4 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Curio Wealth reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 240 Kyndryl shares in Q2 2026, an estimated $3.15K.
Curio Wealth first reported a position in Kyndryl in Q4 2024 and held it in 6 quarters.
Curio Wealth's Kyndryl position peaked at $6.74K in Q4 2025.
676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.