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Wealth Preservation Advisors’s Kyndryl KD Stock Holding History

Wealth Preservation Advisors’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 		$11.3K Buy
862
+663
+333% +$11.7K 0.01% 396
2025
Q4 		$5.29K Hold
199
– – ﹤0.01% 373
2025
Q3 		$5.98K Hold
199
– – ﹤0.01% 344
2025
Q2 		$8.35K Hold
199
– – 0.01% 308
2025
Q1 		$6.25K Buy
+199
New +$7.46K ﹤0.01% 358

Other funds holding KD

BlackRock
BlackRock New York $5.72T 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

Wealth Preservation Advisors's KD Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Kyndryl (KD) stake by 333% in Q1 2026, buying an estimated $11.7K and bringing the position to 862 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #396.

Wealth Preservation Advisors first reported a position in KD in Q1 2025 and has held it in 5 quarters since. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Wealth Preservation Advisors held 862 shares of Kyndryl worth $11.3K as of Q1 2026.
  • Wealth Preservation Advisors bought 663 Kyndryl shares in Q1 2026, an estimated $11.7K.
  • Kyndryl made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #396 holding.
  • Wealth Preservation Advisors first reported a position in Kyndryl in Q1 2025 and has held it in 5 quarters since.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.