Envestnet Asset Management
KW

Envestnet Asset Management’s Kennedy-Wilson Holdings KW Stock Holding History

Envestnet Asset Management’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
-129,643
Closed -$1.08M – 4578
2025
Q3 		$1.08M Buy
129,643
+28,076
+28% +$225K ﹤0.01% 3287
2025
Q2 		$691K Sell
101,567
-8,328
-8% -$55.5K ﹤0.01% 3488
2025
Q1 		$954K Buy
109,895
+15,950
+17% +$145K ﹤0.01% 3244
2024
Q4 		$939K Buy
93,945
+19,481
+26% +$213K ﹤0.01% 3214
2024
Q3 		$823K Buy
74,464
+10,613
+17% +$112K ﹤0.01% 3244
2024
Q2 		$621K Buy
63,851
+30,197
+90% +$282K ﹤0.01% 3333
2024
Q1 		$289K Buy
33,654
+4,909
+17% +$48.3K ﹤0.01% 3746
2023
Q4 		$356K Sell
28,745
-293,613
-91% -$3.68M ﹤0.01% 3517
2023
Q3 		$4.75M Buy
322,358
+88,263
+38% +$1.43M ﹤0.01% 1831
2023
Q2 		$3.82M Sell
234,095
-12,292
-5% -$196K ﹤0.01% 1867
2023
Q1 		$4.09M Buy
246,387
+21,384
+10% +$364K ﹤0.01% 1752
2022
Q4 		$3.54M Sell
225,003
-1,356
-0.6% -$21.8K ﹤0.01% 1799
2022
Q3 		$3.5M Buy
226,359
+29,239
+15% +$547K ﹤0.01% 1719
2022
Q2 		$3.73M Buy
197,120
+16,687
+9% +$359K ﹤0.01% 1692
2022
Q1 		$4.4M Buy
180,433
+53,356
+42% +$1.23M ﹤0.01% 1686
2021
Q4 		$3.04M Sell
127,077
-3,452
-3% -$78.6K ﹤0.01% 1897
2021
Q3 		$2.73M Sell
130,529
-3,130
-2% -$65.2K ﹤0.01% 1896
2021
Q2 		$2.66M Sell
133,659
-79,373
-37% -$1.6M ﹤0.01% 1881
2021
Q1 		$4.3M Buy
213,032
+15,405
+8% +$289K ﹤0.01% 1497
2020
Q4 		$3.54M Sell
197,627
-1,979
-1% -$31K ﹤0.01% 1443
2020
Q3 		$2.9M Buy
199,606
+13,518
+7% +$201K ﹤0.01% 1420
2020
Q2 		$2.83M Buy
186,088
+31,194
+20% +$449K ﹤0.01% 1400
2020
Q1 		$2.08M Buy
154,894
+10,897
+8% +$217K ﹤0.01% 1404
2019
Q4 		$3.21M Buy
143,997
+16,051
+13% +$360K ﹤0.01% 1351
2019
Q3 		$2.81M Buy
127,946
+11,085
+9% +$236K ﹤0.01% 1362
2019
Q2 		$2.4M Buy
116,861
+13,773
+13% +$293K ﹤0.01% 1446
2019
Q1 		$2.21M Buy
103,088
+21,791
+27% +$442K ﹤0.01% 1424
2018
Q4 		$1.48M Buy
+81,297
New +$1.56M ﹤0.01% 1503
2018
Q1 		– Sell
-16,385
Closed -$284K – 2905
2017
Q4 		$284K Buy
16,385
+154
+0.9% +$2.9K ﹤0.01% 1707
2017
Q3 		$301K Buy
16,231
+13,681
+537% +$264K ﹤0.01% 1674
2017
Q2 		$48K Buy
2,550
+2,431
+2,043% +$49.2K ﹤0.01% 2370
2017
Q1 		$2K Hold
119
– – ﹤0.01% 3002
2016
Q4 		$2K Buy
+119
New +$2.54K ﹤0.01% 2980
2016
Q3 		– Sell
-12,035
Closed -$228K – 2978
2016
Q2 		$228K Sell
12,035
-2,724
-18% -$56.4K ﹤0.01% 2027
2016
Q1 		$323K Buy
14,759
+483
+3% +$9.56K ﹤0.01% 1839
2015
Q4 		$344K Buy
14,276
+2,244
+19% +$55.2K ﹤0.01% 1774
2015
Q3 		$267K Sell
12,032
-278
-2% -$6.85K ﹤0.01% 1890
2015
Q2 		$303K Sell
12,310
-381
-3% -$9.75K ﹤0.01% 1948
2015
Q1 		$332K Buy
+12,691
New +$336K ﹤0.01% 1733

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

Envestnet Asset Management's KW Position: Q4 2025 in Review

Envestnet Asset Management sold out of Kennedy-Wilson Holdings (KW) in Q4 2025, closing a stake of 129,643 shares — an estimated $1.08M sold.

Envestnet Asset Management first reported a position in KW in Q1 2015 and held it in 39 quarters. The position peaked at $4.75M in Q3 2023. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

  • Envestnet Asset Management reported no remaining Kennedy-Wilson Holdings position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 129,643 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $1.08M.
  • Envestnet Asset Management first reported a position in Kennedy-Wilson Holdings in Q1 2015 and held it in 39 quarters.
  • Envestnet Asset Management's Kennedy-Wilson Holdings position peaked at $4.75M in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.