Corient Private Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Corient Private 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
2026 Q2	–	Sell	-13,146	Closed	-$142K	–	3160
2026 Q1	$142K	Buy	13,146 +2,358	+22%	+$24.5K	﹤0.01%	2627
2025 Q4	$104K	Buy	+10,788	New	+$96.7K	﹤0.01%	2541
2025 Q2	–	Sell	-33,333	Closed	-$289K	–	2499
2025 Q1	$289K	Sell	33,333 -14,529	-30%	-$132K	﹤0.01%	1874
2024 Q4	$478K	Buy	47,862 +6	+0%	+$66	﹤0.01%	1645
2024 Q3	$529K	Buy	47,856 +43	+0.1%	+$456	﹤0.01%	1707
2024 Q2	$465K	Buy	+47,813	New	+$447K	﹤0.01%	1689

Other funds holding KW

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Corient Private Wealth's KW Position: Q2 2026 in Review

Corient Private Wealth sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 13,146 shares — an estimated $142K sold.

Corient Private Wealth first reported a position in KW in Q2 2024 and held it in 6 quarters. The position peaked at $529K in Q3 2024. 3 funds tracked by Wall St. Rank hold KW as of Q2 2026.

Corient Private Wealth reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
Corient Private Wealth sold 13,146 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $142K.
Corient Private Wealth first reported a position in Kennedy-Wilson Holdings in Q2 2024 and held it in 6 quarters.
Corient Private Wealth's Kennedy-Wilson Holdings position peaked at $529K in Q3 2024.
3 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.