Wealth Enhancement Advisory Services
KD icon

Wealth Enhancement Advisory Services’s Kyndryl KD Stock Holding History

Wealth Enhancement 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
2026
Q1 		$1.36M Buy
116,696
+17,278
+17% +$304K ﹤0.01% 1612
2025
Q4 		$2.67M Buy
99,418
+17,296
+21% +$469K ﹤0.01% 1356
2025
Q3 		$2.45M Buy
82,122
+32,625
+66% +$1.12M ﹤0.01% 1330
2025
Q2 		$2.15M Sell
49,497
-3,546
-7% -$128K ﹤0.01% 1323
2025
Q1 		$1.67M Sell
53,043
-216
-0.4% -$8.1K ﹤0.01% 1339
2024
Q4 		$1.84M Buy
53,259
+23,599
+80% +$687K ﹤0.01% 1220
2024
Q3 		$682K Buy
29,660
+4,750
+19% +$116K ﹤0.01% 1613
2024
Q2 		$655K Buy
24,910
+1,430
+6% +$34.3K ﹤0.01% 1479
2024
Q1 		$511K Sell
23,480
-865
-4% -$18.4K ﹤0.01% 1574
2023
Q4 		$506K Sell
24,345
-1,295
-5% -$22.1K ﹤0.01% 1500
2023
Q3 		$387K Buy
+25,640
New +$380K ﹤0.01% 1585

Other funds holding KD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return