AWM
KW

Abound Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Abound Wealth Management’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16
Closed -$174 – 1482
2026
Q1 		$174 Hold
16
– – ﹤0.01% 1277
2025
Q4 		$155 Hold
16
– – ﹤0.01% 1278
2025
Q3 		$134 Hold
16
– – ﹤0.01% 1253
2025
Q2 		$109 Hold
16
– – ﹤0.01% 1240
2025
Q1 		$139 Sell
16
-3
-16% -$27 ﹤0.01% 1130
2024
Q4 		$190 Hold
19
– – ﹤0.01% 1093
2024
Q3 		$210 Sell
19
-17
-47% -$180 ﹤0.01% 1135
2024
Q2 		$350 Sell
36
-4
-10% -$37 ﹤0.01% 923
2024
Q1 		$344 Buy
+40
New +$394 ﹤0.01% 1069

Other funds holding KW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's KW Position: Q2 2026 in Review

Abound Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 16 shares — an estimated $174 sold.

Abound Wealth Management first reported a position in KW in Q1 2024 and held it in 9 quarters. The position peaked at $350 in Q2 2024. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • Abound Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 16 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $174.
  • Abound Wealth Management first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 9 quarters.
  • Abound Wealth Management's Kennedy-Wilson Holdings position peaked at $350 in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.