AI
KW

Atria Investments’s Kennedy-Wilson Holdings KW Stock Holding History

Atria Investments’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
-79,876
Closed -$864K – 2213
2026
Q1 		$864K Sell
79,876
-8,820
-10% -$91.5K 0.01% 1139
2025
Q4 		$858K Buy
88,696
+11,605
+15% +$104K 0.01% 1155
2025
Q3 		$641K Sell
77,091
-2,050
-3% -$16.4K 0.01% 1292
2025
Q2 		$538K Buy
79,141
+14,092
+22% +$94K 0.01% 1379
2025
Q1 		$565K Sell
65,049
-12,581
-16% -$115K 0.01% 1284
2024
Q4 		$776K Buy
77,630
+11,148
+17% +$122K 0.01% 1120
2024
Q3 		$735K Buy
+66,482
New +$704K 0.01% 1132

Other funds holding KW

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

Atria Investments's KW Position: Q2 2026 in Review

Atria Investments sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 79,876 shares — an estimated $864K sold.

Atria Investments first reported a position in KW in Q3 2024 and held it in 7 quarters. The position peaked at $864K in Q1 2026. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • Atria Investments reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 79,876 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $864K.
  • Atria Investments first reported a position in Kennedy-Wilson Holdings in Q3 2024 and held it in 7 quarters.
  • Atria Investments's Kennedy-Wilson Holdings position peaked at $864K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.