Dynamic Advisor Solutions’s Kennedy-Wilson Holdings KW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-58,488
| Closed | -$633K | – | 1069 |
|
|
2026
Q1 | $633K | Sell |
58,488
-2,515
| -4% | -$26.1K | 0.02% | 578 |
|
|
2025
Q4 | $590K | Sell |
61,003
-5,449
| -8% | -$48.8K | 0.02% | 585 |
|
|
2025
Q3 | $553K | Buy |
66,452
+7,651
| +13% | +$61.4K | 0.02% | 599 |
|
|
2025
Q2 | $400K | Buy |
58,801
+6,260
| +12% | +$41.7K | 0.01% | 658 |
|
|
2025
Q1 | $456K | Buy |
52,541
+697
| +1% | +$6.35K | 0.02% | 603 |
|
|
2024
Q4 | $518K | Sell |
51,844
-890
| -2% | -$9.72K | 0.02% | 422 |
|
|
2024
Q3 | $583K | Buy |
52,734
+1,352
| +3% | +$14.3K | 0.02% | 582 |
|
|
2024
Q2 | $499K | Buy |
51,382
+2,451
| +5% | +$22.9K | 0.02% | 626 |
|
|
2024
Q1 | $420K | Buy |
48,931
+5
| +0% | +$49 | 0.01% | 645 |
|
|
2023
Q4 | $574K | Sell |
48,926
-2,421
| -5% | -$30.3K | 0.02% | 542 |
|
|
2023
Q3 | $757K | Buy |
51,347
+1,657
| +3% | +$26.8K | 0.04% | 418 |
|
|
2023
Q2 | $811K | Buy |
49,690
+2,550
| +5% | +$40.7K | 0.04% | 388 |
|
|
2023
Q1 | $782K | Buy |
47,140
+530
| +1% | +$9.03K | 0.05% | 373 |
|
|
2022
Q4 | $733K | Buy |
46,610
+3,360
| +8% | +$54K | 0.05% | 343 |
|
|
2022
Q3 | $669K | Buy |
43,250
+3,995
| +10% | +$74.7K | 0.05% | 325 |
|
|
2022
Q2 | $743K | Buy |
39,255
+2,560
| +7% | +$55K | 0.06% | 303 |
|
|
2022
Q1 | $895K | Buy |
36,695
+1,370
| +4% | +$31.5K | 0.06% | 294 |
|
|
2021
Q4 | $844K | Buy |
35,325
+1,110
| +3% | +$25.3K | 0.06% | 310 |
|
|
2021
Q3 | $716K | Sell |
34,215
-125
| -0.4% | -$2.6K | 0.05% | 362 |
|
|
2021
Q2 | $682K | Buy |
34,340
+594
| +2% | +$12K | 0.05% | 356 |
|
|
2021
Q1 | $682K | Buy |
33,746
+710
| +2% | +$13.3K | 0.06% | 313 |
|
|
2020
Q4 | $591K | Buy |
33,036
+760
| +2% | +$11.9K | 0.06% | 332 |
|
|
2020
Q3 | $469K | Buy |
32,276
+1,635
| +5% | +$24.3K | 0.05% | 331 |
|
|
2020
Q2 | $466K | Buy |
30,641
+3,165
| +12% | +$45.6K | 0.06% | 291 |
|
|
2020
Q1 | $369K | Buy |
27,476
+11,720
| +74% | +$234K | 0.07% | 299 |
|
|
2019
Q4 | $351K | Buy |
15,756
+405
| +3% | +$9.07K | 0.05% | 379 |
|
|
2019
Q3 | $336K | Buy |
15,351
+2,510
| +20% | +$53.5K | 0.05% | 352 |
|
|
2019
Q2 | $264K | Buy |
12,841
+1,512
| +13% | +$32.2K | 0.04% | 385 |
|
|
2019
Q1 | $242K | Buy |
+11,329
| New | +$230K | 0.05% | 340 |
|
Other funds holding KW
Dynamic Advisor Solutions's KW Position: Q2 2026 in Review
Dynamic Advisor Solutions sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 58,488 shares — an estimated $633K sold.
Dynamic Advisor Solutions first reported a position in KW in Q1 2019 and held it in 29 quarters. The position peaked at $895K in Q1 2022. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.
- Dynamic Advisor Solutions reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
- Dynamic Advisor Solutions sold 58,488 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $633K.
- Dynamic Advisor Solutions first reported a position in Kennedy-Wilson Holdings in Q1 2019 and held it in 29 quarters.
- Dynamic Advisor Solutions's Kennedy-Wilson Holdings position peaked at $895K in Q1 2022.
- 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.