EI
KW

Ethic Inc’s Kennedy-Wilson Holdings KW Stock Holding History

Ethic Inc’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
Q2 		– Sell
-14,684
Closed -$125K – 1266
2025
Q1 		$125K Sell
14,684
-4,133
-22% -$37.7K ﹤0.01% 1101
2024
Q4 		$188K Buy
+18,817
New +$205K ﹤0.01% 1069
2024
Q3 		– Sell
-19,692
Closed -$191K – 1139
2024
Q2 		$191K Buy
+19,692
New +$184K ﹤0.01% 1038
2023
Q4 		– Sell
-10,703
Closed -$158K – 1081
2023
Q3 		$158K Buy
10,703
+564
+6% +$9.12K 0.01% 961
2023
Q2 		$166K Sell
10,139
-13,095
-56% -$209K 0.01% 920
2023
Q1 		$385K Buy
23,234
+7,111
+44% +$121K 0.02% 731
2022
Q4 		$254K Buy
+16,123
New +$259K 0.01% 764

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Ethic Inc's KW Position: Q2 2025 in Review

Ethic Inc sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 14,684 shares — an estimated $125K sold.

Ethic Inc first reported a position in KW in Q4 2022 and held it in 7 quarters. The position peaked at $385K in Q1 2023. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Ethic Inc reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 14,684 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $125K.
  • Ethic Inc first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 7 quarters.
  • Ethic Inc's Kennedy-Wilson Holdings position peaked at $385K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.