Heritage Wealth Advisors’s Kyndryl KD Stock Holding History

Heritage 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
2026 Q1	$630	Hold	48	–	–	﹤0.01%	653
2025 Q4	$1.27K	Hold	48	–	–	﹤0.01%	552
2025 Q3	$1.44K	Hold	48	–	–	﹤0.01%	538
2025 Q2	$2.01K	Hold	48	–	–	﹤0.01%	515
2025 Q1	$1.51K	Hold	48	–	–	﹤0.01%	519
2024 Q4	$1.66K	Hold	48	–	–	﹤0.01%	564
2024 Q3	$1.1K	Hold	48	–	–	﹤0.01%	569
2024 Q2	$1.26K	Hold	48	–	–	﹤0.01%	482
2024 Q1	$1.04K	Sell	48 -200	-81%	-$4.25K	﹤0.01%	508
2023 Q4	$5.15K	Hold	248	–	–	﹤0.01%	479
2023 Q3	$3.75K	Hold	248	–	–	﹤0.01%	445
2023 Q2	$3.29K	Hold	248	–	–	﹤0.01%	486
2023 Q1	$3.66K	Sell	248 -55	-18%	-$780	﹤0.01%	487
2022 Q4	$3.37K	Hold	303	–	–	﹤0.01%	491
2022 Q3	$2.51K	Sell	303 -12	-4%	-$125	﹤0.01%	477
2022 Q2	$3K	Sell	315 -198	-39%	-$2.3K	﹤0.01%	514
2022 Q1	$7K	Sell	513 -519	-50%	-$7.81K	﹤0.01%	455
2021 Q4	$19K	Buy	+1,032	New	+$22.3K	﹤0.01%	414

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heritage Wealth Advisors's KD Position: Q1 2026 in Review

Heritage Wealth Advisors held its Kyndryl (KD) position steady in Q1 2026 at 48 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Heritage Wealth Advisors first reported a position in KD in Q4 2021 and has held it in 18 quarters since. The position peaked at $19K in Q4 2021. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Heritage Wealth Advisors held 48 shares of Kyndryl worth $630 as of Q1 2026.
Heritage Wealth Advisors left its Kyndryl share count unchanged in Q1 2026.
Kyndryl made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #653 holding.
Heritage Wealth Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 18 quarters since.
Heritage Wealth Advisors's Kyndryl position peaked at $19K in Q4 2021.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.