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
Q2 		$1.43M Buy
135,483
+18,787
+16% +$234K ﹤0.01% 1821
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's KD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Kyndryl (KD) stake by 16% in Q2 2026, buying an estimated $234K and bringing the position to 135,483 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Wealth Enhancement Advisory Services first reported a position in KD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q4 2025. 673 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 135,483 shares of Kyndryl worth $1.43M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,787 Kyndryl shares in Q2 2026, an estimated $234K.
  • Kyndryl made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1821 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kyndryl in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Kyndryl position peaked at $2.67M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.