MASECO Private Wealth’s Kyndryl KD Stock Holding History

MASECO Private 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
2026 Q1	–	Sell	-9	Closed	-$239	–	491
2025 Q4	$239	Hold	9	–	–	﹤0.01%	532
2025 Q3	$270	Sell	9 -106	-92%	-$3.64K	﹤0.01%	260
2025 Q2	$4.83K	Buy	+115	New	+$4.16K	﹤0.01%	399

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

MASECO Private Wealth's KD Position: Q1 2026 in Review

MASECO Private Wealth sold out of Kyndryl (KD) in Q1 2026, closing a stake of 9 shares — an estimated $239 sold.

MASECO Private Wealth first reported a position in KD in Q2 2025 and held it in 3 quarters. The position peaked at $4.83K in Q2 2025. 662 funds tracked by Wall St. Rank hold KD as of Q1 2026.

MASECO Private Wealth reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 9 Kyndryl shares in Q1 2026, an estimated $239.
MASECO Private Wealth first reported a position in Kyndryl in Q2 2025 and held it in 3 quarters.
MASECO Private Wealth's Kyndryl position peaked at $4.83K in Q2 2025.
662 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.