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Wealthspire Advisors (New York)’s Kyndryl KD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-4,061
Closed -$122K – 2004
2025
Q3 		$122K Sell
4,061
-1,573
-28% -$54K ﹤0.01% 955
2025
Q2 		$236K Buy
+5,634
New +$204K ﹤0.01% 735

Other funds holding KD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Wealthspire Advisors (New York)'s KD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Kyndryl (KD) in Q4 2025, closing a stake of 4,061 shares — an estimated $122K sold.

Wealthspire Advisors (New York) first reported a position in KD in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 703 funds tracked by Wall St. Rank hold KD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,061 Kyndryl shares in Q4 2025, an estimated $122K.
  • Wealthspire Advisors (New York) first reported a position in Kyndryl in Q2 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Kyndryl position peaked at $236K in Q2 2025.
  • 703 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.