GWM
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Greenwich Wealth Management’s Kyndryl KD Stock Holding History

Greenwich Wealth Management’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 		$489K Buy
37,248
+5,237
+16% +$92.2K 0.02% 202
2025
Q4 		$850K Buy
32,011
+5,649
+21% +$153K 0.04% 161
2025
Q3 		$792K Buy
26,362
+883
+3% +$30.3K 0.04% 161
2025
Q2 		$1.07M Sell
25,479
-1,089
-4% -$39.4K 0.05% 129
2025
Q1 		$834K Sell
26,568
-1,648
-6% -$61.8K 0.06% 127
2024
Q4 		$976K Buy
28,216
+144
+0.5% +$4.19K 0.07% 120
2024
Q3 		$645K Buy
28,072
+93
+0.3% +$2.27K 0.04% 147
2024
Q2 		$736K Sell
27,979
-2,528
-8% -$60.6K 0.05% 126
2024
Q1 		$664K Buy
30,507
+65
+0.2% +$1.38K 0.05% 142
2023
Q4 		$633K Sell
30,442
-345
-1% -$5.89K 0.06% 145
2023
Q3 		$465K Buy
30,787
+3,448
+13% +$51.1K 0.05% 151
2023
Q2 		$363K Buy
27,339
+4,914
+22% +$66.5K 0.04% 170
2023
Q1 		$331K Sell
22,425
-396
-2% -$5.62K 0.04% 173
2022
Q4 		$254K Buy
22,821
+900
+4% +$9.05K 0.03% 197
2022
Q3 		$181K Buy
21,921
+644
+3% +$6.7K 0.02% 215
2022
Q2 		$208K Buy
21,277
+8,378
+65% +$97.5K 0.03% 215
2022
Q1 		$169K Buy
12,899
+1,520
+13% +$22.9K 0.02% 228
2021
Q4 		$206K Buy
+11,379
New +$246K 0.02% 230

Other funds holding KD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return