Global Wealth Strategies & Associates’s Kyndryl KD Stock Holding History

Global Wealth Strategies & 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	–	Sell	-10	Closed	-$131	–	270
2026 Q1	$131	Hold	10	–	–	﹤0.01%	513
2025 Q4	$266	Hold	10	–	–	﹤0.01%	507
2025 Q3	$300	Hold	10	–	–	﹤0.01%	454
2025 Q2	$420	Hold	10	–	–	﹤0.01%	346
2025 Q1	$314	Hold	10	–	–	﹤0.01%	445
2024 Q4	$346	Hold	10	–	–	﹤0.01%	372
2024 Q3	$230	Hold	10	–	–	﹤0.01%	346
2024 Q2	$263	Hold	10	–	–	﹤0.01%	316
2024 Q1	$218	Hold	10	–	–	﹤0.01%	337
2023 Q4	$208	Hold	10	–	–	﹤0.01%	299
2023 Q3	$151	Hold	10	–	–	﹤0.01%	312
2023 Q2	$133	Hold	10	–	–	﹤0.01%	299
2023 Q1	$148	Hold	10	–	–	﹤0.01%	325
2022 Q4	$111	Buy	+10	New	+$101	﹤0.01%	323

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Global Wealth Strategies & Associates's KD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Kyndryl (KD) in Q2 2026, closing a stake of 10 shares — an estimated $131 sold.

Global Wealth Strategies & Associates first reported a position in KD in Q4 2022 and held it in 14 quarters. The position peaked at $420 in Q2 2025. 83 funds tracked by Wall St. Rank hold KD as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 10 Kyndryl shares in Q2 2026, an estimated $131.
Global Wealth Strategies & Associates first reported a position in Kyndryl in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Kyndryl position peaked at $420 in Q2 2025.
83 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.