AW
KW

Avion Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Avion Wealth’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
Q2 		– Sell
-60
Closed – – 1410
2025
Q1 		$0 Buy
+60
New +$547 ﹤0.01% 1208
2024
Q4 		– Sell
-60
Closed – – 1158
2024
Q3 		$0 Hold
60
– – ﹤0.01% 1191
2024
Q2 		$0 Buy
+60
New +$561 ﹤0.01% 1113

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Avion Wealth's KW Position: Q2 2025 in Review

Avion Wealth sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 60 shares.

Avion Wealth first reported a position in KW in Q2 2024 and held it in 3 quarters. The position peaked at $0 in Q1 2025. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Avion Wealth reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 60 Kennedy-Wilson Holdings shares in Q2 2025.
  • Avion Wealth first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 3 quarters.
  • Avion Wealth's Kennedy-Wilson Holdings position peaked at $0 in Q1 2025.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.