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Total Wealth Planning & Management’s Kyndryl KD Stock Holding History

Total Wealth Planning & 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
Q2 		$296K Sell
7,048
-2,815
-29% -$102K 0.24% 166
2025
Q1 		$310K Buy
+9,863
New +$370K 0.29% 130

Other funds holding KD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Total Wealth Planning & Management's KD Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its Kyndryl (KD) stake by 29% in Q2 2025, selling an estimated $102K and leaving 7,048 shares worth $296K. The position accounts for 0.24% of the portfolio, ranked #166.

Total Wealth Planning & Management first reported a position in KD in Q1 2025 and has held it in 2 quarters since. The position peaked at $310K in Q1 2025. 735 funds tracked by Wall St. Rank hold KD as of Q2 2025.

  • Total Wealth Planning & Management held 7,048 shares of Kyndryl worth $296K as of Q2 2025.
  • Total Wealth Planning & Management sold 2,815 Kyndryl shares in Q2 2025, an estimated $102K.
  • Kyndryl made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2025, its #166 holding.
  • Total Wealth Planning & Management first reported a position in Kyndryl in Q1 2025 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's Kyndryl position peaked at $310K in Q1 2025.
  • 735 funds tracked by Wall St. Rank held Kyndryl as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.