BIA
KW

Bell Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Bell Investment Advisors’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
-61
Closed -$530 – 1939
2025
Q1 		$530 Sell
61
-504
-89% -$4.59K ﹤0.01% 1730
2024
Q4 		$5.64K Hold
565
– – ﹤0.01% 875
2024
Q3 		$6.24K Hold
565
– – ﹤0.01% 822
2024
Q2 		$5.49K Buy
565
+61
+12% +$571 ﹤0.01% 876
2024
Q1 		$4.33K Hold
504
– – ﹤0.01% 1004
2023
Q4 		$6.24K Buy
504
+470
+1,382% +$5.89K ﹤0.01% 757
2023
Q3 		$502 Sell
34
-65
-66% -$1.05K ﹤0.01% 1796
2023
Q2 		$1.62K Sell
99
-121
-55% -$1.93K ﹤0.01% 1401
2023
Q1 		$3.65K Sell
220
-85
-28% -$1.45K ﹤0.01% 943
2022
Q4 		$4.8K Buy
305
+72
+31% +$1.16K ﹤0.01% 840
2022
Q3 		$4K Sell
233
-39
-14% -$729 ﹤0.01% 797
2022
Q2 		$5K Buy
+272
New +$5.85K ﹤0.01% 707
2021
Q4 		$2K Hold
99
– – ﹤0.01% 1170
2021
Q3 		$2K Buy
+99
New +$2.06K ﹤0.01% 1090

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

Bell Investment Advisors's KW Position: Q2 2025 in Review

Bell Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 61 shares — an estimated $530 sold.

Bell Investment Advisors first reported a position in KW in Q3 2021 and held it in 14 quarters. The position peaked at $6.24K in Q3 2024. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Bell Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 61 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $530.
  • Bell Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's Kennedy-Wilson Holdings position peaked at $6.24K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.