AF
KW

Advisornet Financial’s Kennedy-Wilson Holdings KW Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-203
Closed -$1.69K – 2309
2025
Q3 		$1.69K Hold
203
– – ﹤0.01% 1893
2025
Q2 		$1.38K Sell
203
-588
-74% -$3.92K ﹤0.01% 1895
2025
Q1 		$6.87K Hold
791
– – ﹤0.01% 1526
2024
Q4 		$7.9K Sell
791
-181
-19% -$1.98K ﹤0.01% 1376
2024
Q3 		$10.7K Buy
972
+693
+248% +$7.34K ﹤0.01% 1396
2024
Q2 		$2.71K Buy
279
+159
+133% +$1.49K ﹤0.01% 1577
2024
Q1 		$1.03K Buy
120
+96
+400% +$945 ﹤0.01% 1755
2023
Q4 		$297 Sell
24
-7
-23% -$88 ﹤0.01% 2225
2023
Q3 		$457 Buy
31
+3
+11% +$49 ﹤0.01% 2002
2023
Q2 		$457 Hold
28
– – ﹤0.01% 2075
2023
Q1 		$465 Buy
28
+4
+17% +$68 ﹤0.01% 2085
2022
Q4 		$378 Buy
+24
New +$386 ﹤0.01% 2082

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Advisornet Financial's KW Position: Q4 2025 in Review

Advisornet Financial sold out of Kennedy-Wilson Holdings (KW) in Q4 2025, closing a stake of 203 shares — an estimated $1.69K sold.

Advisornet Financial first reported a position in KW in Q4 2022 and held it in 12 quarters. The position peaked at $10.7K in Q3 2024. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

  • Advisornet Financial reported no remaining Kennedy-Wilson Holdings position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 203 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $1.69K.
  • Advisornet Financial first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 12 quarters.
  • Advisornet Financial's Kennedy-Wilson Holdings position peaked at $10.7K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.