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Grey Fox Wealth Advisors’s Kyndryl KD Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-6
Closed -$180 – 393
2025
Q3 		$180 Buy
+6
New +$206 ﹤0.01% 630
2023
Q2 		– Sell
-52
Closed -$768 – 322
2023
Q1 		$768 Buy
+52
New +$738 ﹤0.01% 476

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Grey Fox Wealth Advisors's KD Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Kyndryl (KD) in Q4 2025, closing a stake of 6 shares — an estimated $180 sold.

Grey Fox Wealth Advisors first reported a position in KD in Q1 2023 and held it in 2 quarters. The position peaked at $768 in Q1 2023. 701 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 6 Kyndryl shares in Q4 2025, an estimated $180.
  • Grey Fox Wealth Advisors first reported a position in Kyndryl in Q1 2023 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Kyndryl position peaked at $768 in Q1 2023.
  • 701 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.