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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
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
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 $3.37T AUM 44.26% 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

SHP Wealth Management's KD Position: Q1 2026 in Review

SHP Wealth Management reduced its Kyndryl (KD) stake by 1.6% in Q1 2026, selling an estimated $53 and leaving 185 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

SHP Wealth Management first reported a position in KD in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.99K in Q4 2025. 663 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • SHP Wealth Management held 185 shares of Kyndryl worth $2.43K as of Q1 2026.
  • SHP Wealth Management sold 3 Kyndryl shares in Q1 2026, an estimated $53.
  • Kyndryl made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1238 holding.
  • SHP Wealth Management first reported a position in Kyndryl in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Kyndryl position peaked at $4.99K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.