DLA
KD icon

Douglas Lane & Associates’s Kyndryl KD Stock Holding History

Douglas Lane & Associates’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 		$12M Buy
1,062,386
+72,067
+7% +$898K 0.16% 113
2026
Q1 		$13M Buy
990,319
+27,929
+3% +$492K 0.19% 110
2025
Q4 		$25.6M Buy
962,390
+146,257
+18% +$3.97M 0.35% 94
2025
Q3 		$24.5M Sell
816,133
-55,729
-6% -$1.91M 0.34% 96
2025
Q2 		$36.6M Sell
871,862
-87,934
-9% -$3.18M 0.53% 74
2025
Q1 		$30.1M Sell
959,796
-39,490
-4% -$1.48M 0.44% 86
2024
Q4 		$34.6M Sell
999,286
-19,309
-2% -$562K 0.49% 84
2024
Q3 		$23.4M Sell
1,018,595
-58,672
-5% -$1.43M 0.32% 97
2024
Q2 		$28.3M Sell
1,077,267
-99,914
-8% -$2.4M 0.4% 87
2024
Q1 		$25.6M Sell
1,177,181
-7,912
-0.7% -$168K 0.36% 90
2023
Q4 		$24.6M Sell
1,185,093
-134,400
-10% -$2.3M 0.38% 86
2023
Q3 		$19.9M Buy
1,319,493
+102,729
+8% +$1.52M 0.33% 92
2023
Q2 		$16.2M Sell
1,216,764
-5,929
-0.5% -$80.2K 0.26% 101
2023
Q1 		$18M Buy
1,222,693
+24,036
+2% +$341K 0.3% 99
2022
Q4 		$13.3M Buy
1,198,657
+474,568
+66% +$4.77M 0.22% 106
2022
Q3 		$5.99M Buy
724,089
+228,369
+46% +$2.38M 0.11% 114
2022
Q2 		$4.85M Buy
495,720
+129,587
+35% +$1.51M 0.08% 119
2022
Q1 		$4.8M Buy
366,133
+189,382
+107% +$2.85M 0.07% 120
2021
Q4 		$3.2M Buy
+176,751
New +$3.82M 0.04% 129

Other funds holding KD

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return