KA
KD icon

Kozak & Associates’s Kyndryl KD Stock Holding History

Kozak & Associates’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 		$384 Sell
32
-101
-76% -$1.26K ﹤0.01% 405
2026
Q1 		$1.74K Hold
133
– – ﹤0.01% 372
2025
Q4 		$3.62K Hold
133
– – ﹤0.01% 332
2025
Q3 		$3.21K Buy
133
+40
+43% +$1.37K ﹤0.01% 354
2025
Q2 		$3.98K Hold
93
– – ﹤0.01% 308
2025
Q1 		$2.78K Buy
93
+7
+8% +$262 ﹤0.01% 336
2024
Q4 		$3.2K Hold
86
– – ﹤0.01% 329
2024
Q3 		$2.15K Hold
86
– – ﹤0.01% 330
2024
Q2 		$2.29K Hold
86
– – ﹤0.01% 313
2024
Q1 		$2.35K Sell
86
-3
-3% -$64 ﹤0.01% 319
2023
Q4 		$1.86K Sell
89
-11
-11% -$188 ﹤0.01% 320
2023
Q3 		$1.55K Sell
100
-90
-47% -$1.33K ﹤0.01% 345
2023
Q2 		$2.52K Hold
190
– – ﹤0.01% 295
2023
Q1 		$2.8K Hold
190
– – ﹤0.01% 289
2022
Q4 		$2K Sell
190
-4
-2% -$40 ﹤0.01% 306
2022
Q3 		$2K Hold
194
– – ﹤0.01% 300
2022
Q2 		$2K Sell
194
-6
-3% -$70 ﹤0.01% 337
2022
Q1 		$2K Hold
200
– – ﹤0.01% 350
2021
Q4 		$2K Buy
+200
New +$4.32K ﹤0.01% 350

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return