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SHP Wealth Management’s Kyndryl KD Stock Holding History

SHP Wealth Management’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 		$226 Sell
20
-165
-89% -$2.06K ﹤0.01% 1868
2026
Q1 		$2.43K Sell
185
-3
-2% -$53 ﹤0.01% 1238
2025
Q4 		$4.99K Buy
+188
New +$5.1K ﹤0.01% 983

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

SHP Wealth Management's KD Position: Q2 2026 in Review

SHP Wealth Management reduced its Kyndryl (KD) stake by 89% in Q2 2026, selling an estimated $2.06K and leaving 20 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

SHP Wealth Management first reported a position in KD in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.99K in Q4 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • SHP Wealth Management held 20 shares of Kyndryl worth $226 as of Q2 2026.
  • SHP Wealth Management sold 165 Kyndryl shares in Q2 2026, an estimated $2.06K.
  • Kyndryl made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1868 holding.
  • SHP Wealth Management first reported a position in Kyndryl in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Kyndryl position peaked at $4.99K in Q4 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.