AssetMark Inc
KW

AssetMark Inc’s Kennedy-Wilson Holdings KW Stock Holding History

AssetMark Inc’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
-34
Closed -$368 – 3614
2026
Q1 		$368 Hold
34
– – ﹤0.01% 3233
2025
Q4 		$329 Buy
+34
New +$305 ﹤0.01% 3175

Other funds holding KW

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

AssetMark Inc's KW Position: Q2 2026 in Review

AssetMark Inc sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 34 shares — an estimated $368 sold.

AssetMark Inc first reported a position in KW in Q4 2025 and held it in 2 quarters. The position peaked at $368 in Q1 2026. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • AssetMark Inc reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 34 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $368.
  • AssetMark Inc first reported a position in Kennedy-Wilson Holdings in Q4 2025 and held it in 2 quarters.
  • AssetMark Inc's Kennedy-Wilson Holdings position peaked at $368 in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.