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Ellsworth Advisors’s Kyndryl KD Stock Holding History

Ellsworth Advisors’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
Q2 		– Sell
-26,215
Closed -$823K – 183
2025
Q1 		$823K Buy
26,215
+662
+3% +$24.8K 0.22% 100
2024
Q4 		$884K Buy
25,553
+1,484
+6% +$43.2K 0.23% 93
2024
Q3 		$553K Buy
24,069
+1,094
+5% +$26.7K 0.14% 132
2024
Q2 		$604K Buy
22,975
+1,270
+6% +$30.4K 0.17% 110
2024
Q1 		$444K Buy
+21,705
New +$462K 0.13% 140

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Ellsworth Advisors's KD Position: Q2 2025 in Review

Ellsworth Advisors sold out of Kyndryl (KD) in Q2 2025, closing a stake of 26,215 shares — an estimated $823K sold.

Ellsworth Advisors first reported a position in KD in Q1 2024 and held it in 5 quarters. The position peaked at $884K in Q4 2024. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • Ellsworth Advisors reported no remaining Kyndryl position as of Q2 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 26,215 Kyndryl shares in Q2 2025, an estimated $823K.
  • Ellsworth Advisors first reported a position in Kyndryl in Q1 2024 and held it in 5 quarters.
  • Ellsworth Advisors's Kyndryl position peaked at $884K in Q4 2024.
  • 735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on Ellsworth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.