Opal Wealth Advisors’s Kyndryl KD Stock Holding History

Opal Wealth 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
2025 Q3	–	Sell	-883	Closed	-$37.1K	–	376
2025 Q2	$37.1K	Buy	883 +16	+2%	+$579	0.01%	427
2025 Q1	$27.2K	Buy	+867	New	+$32.5K	0.01%	465
2024 Q3	–	Sell	-855	Closed	-$22.5K	–	709
2024 Q2	$22.5K	Buy	+855	New	+$20.5K	0.01%	481

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Opal Wealth Advisors's KD Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Kyndryl (KD) in Q3 2025, closing a stake of 883 shares — an estimated $37.1K sold.

Opal Wealth Advisors first reported a position in KD in Q2 2024 and held it in 3 quarters. The position peaked at $37.1K in Q2 2025. 689 funds tracked by Wall St. Rank hold KD as of Q3 2025.

Opal Wealth Advisors reported no remaining Kyndryl position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 883 Kyndryl shares in Q3 2025, an estimated $37.1K.
Opal Wealth Advisors first reported a position in Kyndryl in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's Kyndryl position peaked at $37.1K in Q2 2025.
689 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.