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True Wealth Design’s Kyndryl KD Stock Holding History

True Wealth Design’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
Q3 		$23.3K Sell
2,065
-1,803
-47% -$22.9K 0.01% 771
2026
Q2 		$43.7K Buy
3,868
+2,807
+265% +$35K 0.01% 545
2026
Q1 		$13.9K Sell
1,061
-323
-23% -$5.69K ﹤0.01% 855
2025
Q4 		$36.8K Sell
1,384
-163
-11% -$4.42K 0.01% 423
2025
Q3 		$46.5K Buy
1,547
+785
+103% +$27K 0.01% 332
2025
Q2 		$32K Sell
762
-45
-6% -$1.63K 0.01% 277
2025
Q1 		$25.3K Sell
807
-65
-7% -$2.44K 0.01% 303
2024
Q4 		$30.2K Buy
872
+524
+151% +$15.3K 0.01% 259
2024
Q3 		$8K Buy
+348
New +$8.49K ﹤0.01% 462

Other funds holding KD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

True Wealth Design's KD Position: Q3 2026 in Review

True Wealth Design reduced its Kyndryl (KD) stake by 47% in Q3 2026, selling an estimated $22.9K and leaving 2,065 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #771.

True Wealth Design first reported a position in KD in Q3 2024 and has held it in 9 quarters since. The position peaked at $46.5K in Q3 2025. 32 funds tracked by Wall St. Rank hold KD as of Q3 2026.

  • True Wealth Design held 2,065 shares of Kyndryl worth $23.3K as of Q3 2026.
  • True Wealth Design sold 1,803 Kyndryl shares in Q3 2026, an estimated $22.9K.
  • Kyndryl made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #771 holding.
  • True Wealth Design first reported a position in Kyndryl in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Kyndryl position peaked at $46.5K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.