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Moneta Group Investment Advisors’s Kyndryl KD Stock Holding History

Moneta Group Investment Advisors’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
-9,816
Closed -$261K – 836
2025
Q4 		$261K Buy
9,816
+3,119
+47% +$84.6K ﹤0.01% 678
2025
Q3 		$201K Sell
6,697
-726
-10% -$24.9K ﹤0.01% 760
2025
Q2 		$311K Buy
+7,423
New +$268K ﹤0.01% 553

Other funds holding KD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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

Moneta Group Investment Advisors's KD Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Kyndryl (KD) in Q1 2026, closing a stake of 9,816 shares — an estimated $261K sold.

Moneta Group Investment Advisors first reported a position in KD in Q2 2025 and held it in 3 quarters. The position peaked at $311K in Q2 2025. 661 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 9,816 Kyndryl shares in Q1 2026, an estimated $261K.
  • Moneta Group Investment Advisors first reported a position in Kyndryl in Q2 2025 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Kyndryl position peaked at $311K in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.