MA
KD icon

Montag & Associates’s Kyndryl KD Stock Holding History

Montag & 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 		$17.1K Sell
1,508
-75
-5% -$935 ﹤0.01% 706
2026
Q1 		$20.8K Hold
1,583
– – ﹤0.01% 683
2025
Q4 		$42K Hold
1,583
– – ﹤0.01% 618
2025
Q3 		$47.5K Buy
1,583
+265
+20% +$9.1K ﹤0.01% 601
2025
Q2 		$55.3K Sell
1,318
-123
-9% -$4.45K ﹤0.01% 568
2025
Q1 		$45.2K Buy
1,441
+130
+10% +$4.87K ﹤0.01% 634
2024
Q4 		$45.4K Sell
1,311
-132
-9% -$3.84K ﹤0.01% 624
2024
Q3 		$33.2K Buy
1,443
+8
+0.6% +$195 ﹤0.01% 667
2024
Q2 		$37.8K Sell
1,435
-20
-1% -$479 ﹤0.01% 634
2024
Q1 		$31.7K Sell
1,455
-54
-4% -$1.15K ﹤0.01% 648
2023
Q4 		$31.4K Hold
1,509
– – ﹤0.01% 642
2023
Q3 		$22.8K Sell
1,509
-547
-27% -$8.11K ﹤0.01% 655
2023
Q2 		$27.3K Hold
2,056
– – ﹤0.01% 644
2023
Q1 		$30.3K Hold
2,056
– – ﹤0.01% 624
2022
Q4 		$22.9K Sell
2,056
-256
-11% -$2.58K ﹤0.01% 647
2022
Q3 		$19K Buy
2,312
+50
+2% +$520 ﹤0.01% 668
2022
Q2 		$22K Sell
2,262
-1,195
-35% -$13.9K ﹤0.01% 631
2022
Q1 		$45K Buy
3,457
+3
+0.1% +$45 ﹤0.01% 583
2021
Q4 		$63K Buy
+3,454
New +$74.6K ﹤0.01% 537

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 $3.38T AUM 44.17% 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

Montag & Associates's KD Position: Q2 2026 in Review

Montag & Associates reduced its Kyndryl (KD) stake by 4.7% in Q2 2026, selling an estimated $935 and leaving 1,508 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Montag & Associates first reported a position in KD in Q4 2021 and has held it in 19 quarters since. The position peaked at $63K in Q4 2021. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Montag & Associates held 1,508 shares of Kyndryl worth $17.1K as of Q2 2026.
  • Montag & Associates sold 75 Kyndryl shares in Q2 2026, an estimated $935.
  • Kyndryl made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #706 holding.
  • Montag & Associates first reported a position in Kyndryl in Q4 2021 and has held it in 19 quarters since.
  • Montag & Associates's Kyndryl position peaked at $63K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.