Tortoise Investment Management’s Kyndryl KD Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-455	Closed	-$13.7K	–	856
2025 Q3	$13.7K	Buy	455 +2	+0.4%	+$69	﹤0.01%	572
2025 Q2	$19K	Sell	453 -7	-2%	-$253	﹤0.01%	515
2025 Q1	$14.4K	Sell	460 -5	-1%	-$187	﹤0.01%	541
2024 Q4	$16.1K	Buy	465 +7	+2%	+$204	﹤0.01%	579
2024 Q3	$10.5K	Buy	458 +10	+2%	+$244	﹤0.01%	636
2024 Q2	$11.8K	Sell	448 -6	-1%	-$144	﹤0.01%	612
2024 Q1	$9.88K	Hold	454	–	–	﹤0.01%	630
2023 Q4	$9.43K	Hold	454	–	–	﹤0.01%	586
2023 Q3	$6.86K	Hold	454	–	–	﹤0.01%	602
2023 Q2	$6.03K	Hold	454	–	–	﹤0.01%	605
2023 Q1	$6.7K	Hold	454	–	–	﹤0.01%	588
2022 Q4	$5.05K	Buy	454 +10	+2%	+$101	﹤0.01%	610
2022 Q3	$4K	Buy	444 +79	+22%	+$822	﹤0.01%	623
2022 Q2	$4K	Sell	365 -2	-0.5%	-$23	﹤0.01%	617
2022 Q1	$5K	Hold	367	–	–	﹤0.01%	565
2021 Q4	$7K	Buy	+367	New	+$7.92K	﹤0.01%	512

Other funds holding KD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Tortoise Investment Management's KD Position: Q4 2025 in Review

Tortoise Investment Management sold out of Kyndryl (KD) in Q4 2025, closing a stake of 455 shares — an estimated $13.7K sold.

Tortoise Investment Management first reported a position in KD in Q4 2021 and held it in 16 quarters. The position peaked at $19K in Q2 2025. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

Tortoise Investment Management reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 455 Kyndryl shares in Q4 2025, an estimated $13.7K.
Tortoise Investment Management first reported a position in Kyndryl in Q4 2021 and held it in 16 quarters.
Tortoise Investment Management's Kyndryl position peaked at $19K in Q2 2025.
704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.