IAAG
KD icon

Innovative Asset Advisors Group’s Kyndryl KD Stock Holding History

Innovative Asset Advisors Group’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
-42
Closed -$551 – 667
2026
Q1 		$551 Buy
+42
New +$739 ﹤0.01% 983

Other funds holding KD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Innovative Asset Advisors Group's KD Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Kyndryl (KD) in Q2 2026, closing a stake of 42 shares — an estimated $551 sold.

Innovative Asset Advisors Group first reported a position in KD in Q1 2026 and held it in 1 quarter. The position peaked at $551 in Q1 2026. 631 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 42 Kyndryl shares in Q2 2026, an estimated $551.
  • Innovative Asset Advisors Group first reported a position in Kyndryl in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Kyndryl position peaked at $551 in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.