CT
KW

Clearstead Trust’s Kennedy-Wilson Holdings KW Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-33
Closed -$275 – 1291
2025
Q3 		$275 Hold
33
– – ﹤0.01% 1469
2025
Q2 		$225 Buy
+33
New +$220 ﹤0.01% 1460

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
EP
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Clearstead Trust's KW Position: Q4 2025 in Review

Clearstead Trust sold out of Kennedy-Wilson Holdings (KW) in Q4 2025, closing a stake of 33 shares — an estimated $275 sold.

Clearstead Trust first reported a position in KW in Q2 2025 and held it in 2 quarters. The position peaked at $275 in Q3 2025. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

  • Clearstead Trust reported no remaining Kennedy-Wilson Holdings position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 33 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $275.
  • Clearstead Trust first reported a position in Kennedy-Wilson Holdings in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Kennedy-Wilson Holdings position peaked at $275 in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.