Cerity Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Cerity Partners’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 Q1	$162K	Sell	14,932 -5,200	-26%	-$53.9K	﹤0.01%	2935
2025 Q4	$195K	Buy	20,132 +6,033	+43%	+$54.1K	﹤0.01%	2644
2025 Q3	$117K	Buy	+14,099	New	+$113K	﹤0.01%	2610
2025 Q2	–	Sell	-33,034	Closed	-$287K	–	2714
2025 Q1	$287K	Sell	33,034 -9,335	-22%	-$85.1K	﹤0.01%	2045
2024 Q4	$468K	Sell	42,369 -37,629	-47%	-$411K	﹤0.01%	1801
2024 Q3	$884K	Buy	79,998 +37,963	+90%	+$402K	﹤0.01%	1465
2024 Q2	$409K	Sell	42,035 -14,075	-25%	-$132K	﹤0.01%	1644
2024 Q1	$481K	Buy	56,110 +27,249	+94%	+$268K	﹤0.01%	1620
2023 Q4	$357K	Buy	+28,861	New	+$362K	﹤0.01%	1430
2023 Q3	–	Sell	-18,173	Closed	-$297K	–	1571
2023 Q2	$297K	Buy	18,173 +3,645	+25%	+$58.2K	﹤0.01%	1400
2023 Q1	$241K	Buy	14,528 +3,857	+36%	+$65.7K	﹤0.01%	1643
2022 Q4	$168K	Buy	+10,671	New	+$172K	﹤0.01%	1365

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's KW Position: Q1 2026 in Review

Cerity Partners reduced its Kennedy-Wilson Holdings (KW) stake by 26% in Q1 2026, selling an estimated $53.9K and leaving 14,932 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Cerity Partners first reported a position in KW in Q4 2022 and has held it in 12 quarters since. The position peaked at $884K in Q3 2024. 237 funds tracked by Wall St. Rank hold KW as of Q1 2026.

Cerity Partners held 14,932 shares of Kennedy-Wilson Holdings worth $162K as of Q1 2026.
Cerity Partners sold 5,200 Kennedy-Wilson Holdings shares in Q1 2026, an estimated $53.9K.
Kennedy-Wilson Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2935 holding.
Cerity Partners first reported a position in Kennedy-Wilson Holdings in Q4 2022 and has held it in 12 quarters since.
Cerity Partners's Kennedy-Wilson Holdings position peaked at $884K in Q3 2024.
237 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.