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Spurstone Advisory Services’s Kyndryl KD Stock Holding History

Spurstone Advisory Services’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
Q4 		– Sell
-75
Closed -$2.25K – 107
2025
Q3 		$2.25K Sell
75
-45
-38% -$1.55K 0.03% 76
2025
Q2 		$5.04K Hold
120
– – 0.08% 82
2025
Q1 		$3.77K Hold
120
– – 0.07% 59
2024
Q4 		$4.15K Buy
+120
New +$3.49K 0.08% 49

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Spurstone Advisory Services's KD Position: Q4 2025 in Review

Spurstone Advisory Services sold out of Kyndryl (KD) in Q4 2025, closing a stake of 75 shares — an estimated $2.25K sold.

Spurstone Advisory Services first reported a position in KD in Q4 2024 and held it in 4 quarters. The position peaked at $5.04K in Q2 2025. 702 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Spurstone Advisory Services reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 75 Kyndryl shares in Q4 2025, an estimated $2.25K.
  • Spurstone Advisory Services first reported a position in Kyndryl in Q4 2024 and held it in 4 quarters.
  • Spurstone Advisory Services's Kyndryl position peaked at $5.04K in Q2 2025.
  • 702 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.