Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kyndryl KD Stock Holding History

Kovitz Investment Group Partners’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
-8,785
Closed -$264K – 922
2025
Q3 		$264K Buy
8,785
+2,254
+35% +$77.4K ﹤0.01% 1245
2025
Q2 		$274K Buy
+6,531
New +$236K ﹤0.01% 1174

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Kovitz Investment Group Partners's KD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Kyndryl (KD) in Q4 2025, closing a stake of 8,785 shares — an estimated $264K sold.

Kovitz Investment Group Partners first reported a position in KD in Q2 2025 and held it in 2 quarters. The position peaked at $274K in Q2 2025. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 8,785 Kyndryl shares in Q4 2025, an estimated $264K.
  • Kovitz Investment Group Partners first reported a position in Kyndryl in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Kyndryl position peaked at $274K in Q2 2025.
  • 704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.