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Measured Wealth Private Client Group’s Kyndryl KD Stock Holding History

Measured Wealth Private Client 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 		$3.96K Hold
350
– – ﹤0.01% 624
2026
Q1 		$4.59K Sell
350
-2,448
-87% -$43.1K ﹤0.01% 615
2025
Q4 		$74.3K Sell
2,798
-11,045
-80% -$299K 0.02% 271
2025
Q3 		$416K Buy
13,843
+5,984
+76% +$206K 0.11% 114
2025
Q2 		$330K Buy
+7,859
New +$284K 0.1% 135

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Measured Wealth Private Client Group's KD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Kyndryl (KD) position steady in Q2 2026 at 350 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Measured Wealth Private Client Group first reported a position in KD in Q2 2025 and has held it in 5 quarters since. The position peaked at $416K in Q3 2025. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Measured Wealth Private Client Group held 350 shares of Kyndryl worth $3.96K as of Q2 2026.
  • Measured Wealth Private Client Group left its Kyndryl share count unchanged in Q2 2026.
  • Kyndryl made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #624 holding.
  • Measured Wealth Private Client Group first reported a position in Kyndryl in Q2 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Kyndryl position peaked at $416K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.