Optimum Investment Advisors’s Kyndryl KD Stock Holding History

Optimum 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
2025 Q3	$1.38K	Hold	46	–	–	﹤0.01%	583
2025 Q2	$1.93K	Hold	46	–	–	﹤0.01%	579
2025 Q1	$1.44K	Hold	46	–	–	﹤0.01%	608
2024 Q4	$1.59K	Hold	46	–	–	﹤0.01%	589
2024 Q3	$1.06K	Hold	46	–	–	﹤0.01%	610
2024 Q2	$1.21K	Hold	46	–	–	﹤0.01%	607
2024 Q1	$1K	Hold	46	–	–	﹤0.01%	616
2023 Q4	$956	Sell	46 -70	-60%	-$1.2K	﹤0.01%	604
2023 Q3	$1.75K	Sell	116 -100	-46%	-$1.48K	﹤0.01%	653
2023 Q2	$2.87K	Sell	216 -40	-16%	-$541	﹤0.01%	640
2023 Q1	$3.78K	Hold	256	–	–	﹤0.01%	641
2022 Q4	$2.85K	Hold	256	–	–	﹤0.01%	667
2022 Q3	$2K	Sell	256 -20	-7%	-$208	﹤0.01%	730
2022 Q2	$3K	Sell	276 -43	-13%	-$500	﹤0.01%	730
2022 Q1	$4K	Sell	319 -330	-51%	-$4.97K	﹤0.01%	748
2021 Q4	$12K	Buy	+649	New	+$14K	﹤0.01%	660

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

Optimum Investment Advisors's KD Position: Q3 2025 in Review

Optimum Investment Advisors held its Kyndryl (KD) position steady in Q3 2025 at 46 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Optimum Investment Advisors first reported a position in KD in Q4 2021 and has held it in 16 quarters since. The position peaked at $12K in Q4 2021. 690 funds tracked by Wall St. Rank hold KD as of Q3 2025.

Optimum Investment Advisors held 46 shares of Kyndryl worth $1.38K as of Q3 2025.
Optimum Investment Advisors left its Kyndryl share count unchanged in Q3 2025.
Kyndryl made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #583 holding.
Optimum Investment Advisors first reported a position in Kyndryl in Q4 2021 and has held it in 16 quarters since.
Optimum Investment Advisors's Kyndryl position peaked at $12K in Q4 2021.
690 funds tracked by Wall St. Rank held Kyndryl as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.