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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
Q2 		– Sell
-862
Closed -$11.3K – 510
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 $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 Preservation Advisors's KD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Kyndryl (KD) in Q2 2026, closing a stake of 862 shares — an estimated $11.3K sold.

Wealth Preservation Advisors first reported a position in KD in Q1 2025 and held it in 5 quarters. The position peaked at $11.3K in Q1 2026. 675 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Kyndryl position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 862 Kyndryl shares in Q2 2026, an estimated $11.3K.
  • Wealth Preservation Advisors first reported a position in Kyndryl in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Kyndryl position peaked at $11.3K in Q1 2026.
  • 675 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.