JSW
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Journey Strategic Wealth’s Kyndryl KD Stock Holding History

Journey Strategic Wealth’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
-7,990
Closed -$240K – 798
2025
Q3 		$240K Buy
7,990
+2,047
+34% +$70.3K 0.01% 574
2025
Q2 		$249K Buy
+5,943
New +$215K 0.01% 509

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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

Journey Strategic Wealth's KD Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Kyndryl (KD) in Q4 2025, closing a stake of 7,990 shares — an estimated $240K sold.

Journey Strategic Wealth first reported a position in KD in Q2 2025 and held it in 2 quarters. The position peaked at $249K in Q2 2025. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 7,990 Kyndryl shares in Q4 2025, an estimated $240K.
  • Journey Strategic Wealth first reported a position in Kyndryl in Q2 2025 and held it in 2 quarters.
  • Journey Strategic Wealth's Kyndryl position peaked at $249K in Q2 2025.
  • 704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.