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Spire Wealth Management’s Kyndryl KD Stock Holding History

Spire 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 		$5.45K Sell
482
-49
-9% -$611 ﹤0.01% 1816
2026
Q1 		$6.97K Sell
531
-291
-35% -$5.12K ﹤0.01% 1739
2025
Q4 		$21.8K Buy
822
+312
+61% +$8.46K ﹤0.01% 1455
2025
Q3 		$15.3K Hold
510
– – ﹤0.01% 1613
2025
Q2 		$21.4K Sell
510
-134
-21% -$4.85K ﹤0.01% 1498
2025
Q1 		$20.2K Sell
644
-133
-17% -$4.98K ﹤0.01% 1607
2024
Q4 		$26.9K Sell
777
-37
-5% -$1.08K ﹤0.01% 1521
2024
Q3 		$18.7K Sell
814
-49
-6% -$1.2K ﹤0.01% 1457
2024
Q2 		$22.7K Sell
863
-110
-11% -$2.64K ﹤0.01% 1403
2024
Q1 		$21.2K Sell
973
-40
-4% -$851 ﹤0.01% 1502
2023
Q4 		$21.2K Sell
1,013
-226
-18% -$3.86K ﹤0.01% 1520
2023
Q3 		$18.7K Sell
1,239
-35
-3% -$519 ﹤0.01% 1531
2023
Q2 		$16.9K Sell
1,274
-149
-10% -$2.02K ﹤0.01% 1649
2023
Q1 		$21K Buy
1,423
+326
+30% +$4.63K ﹤0.01% 1596
2022
Q4 		$12K Buy
1,097
+123
+13% +$1.24K ﹤0.01% 1545
2022
Q3 		$8K Sell
974
-822
-46% -$8.55K ﹤0.01% 1626
2022
Q2 		$18K Buy
+1,796
New +$20.9K ﹤0.01% 1716

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Kyndryl (KD) stake by 9.2% in Q2 2026, selling an estimated $611 and leaving 482 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Spire Wealth Management first reported a position in KD in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.9K in Q4 2024. 671 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Spire Wealth Management held 482 shares of Kyndryl worth $5.45K as of Q2 2026.
  • Spire Wealth Management sold 49 Kyndryl shares in Q2 2026, an estimated $611.
  • Kyndryl made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1816 holding.
  • Spire Wealth Management first reported a position in Kyndryl in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Kyndryl position peaked at $26.9K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.