Evolve Private Wealth’s Kyndryl KD Stock Holding History

Evolve Private 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 Q1	–	Sell	-11,414	Closed	-$303K	–	1029
2025 Q4	$303K	Buy	+11,414	New	+$309K	0.02%	718

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

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

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Evolve Private Wealth's KD Position: Q1 2026 in Review

Evolve Private Wealth sold out of Kyndryl (KD) in Q1 2026, closing a stake of 11,414 shares — an estimated $303K sold.

Evolve Private Wealth first reported a position in KD in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 667 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Evolve Private Wealth reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Evolve Private Wealth sold 11,414 Kyndryl shares in Q1 2026, an estimated $303K.
Evolve Private Wealth first reported a position in Kyndryl in Q4 2025 and held it in 1 quarter.
Evolve Private Wealth's Kyndryl position peaked at $303K in Q4 2025.
667 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.