Heartwood Wealth Advisors’s Kyndryl KD Stock Holding History

Heartwood 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	-57	Closed	-$1.71K	–	414
2025 Q3	$1.71K	Buy	+57	New	+$1.96K	﹤0.01%	509

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

SSM

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

Heartwood Wealth Advisors's KD Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Kyndryl (KD) in Q4 2025, closing a stake of 57 shares — an estimated $1.71K sold.

Heartwood Wealth Advisors first reported a position in KD in Q3 2025 and held it in 1 quarter. The position peaked at $1.71K in Q3 2025. 705 funds tracked by Wall St. Rank hold KD as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 57 Kyndryl shares in Q4 2025, an estimated $1.71K.
Heartwood Wealth Advisors first reported a position in Kyndryl in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Kyndryl position peaked at $1.71K in Q3 2025.
705 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.