EWA
KW

EverSource Wealth Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

EverSource Wealth Advisors’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
-623
Closed -$6.74K – 4486
2026
Q1 		$6.74K Buy
623
+273
+78% +$2.83K ﹤0.01% 3117
2025
Q4 		$3.38K Buy
350
+323
+1,196% +$2.9K ﹤0.01% 3286
2025
Q3 		$225 Sell
27
-1,396
-98% -$11.2K ﹤0.01% 4086
2025
Q2 		$9.68K Buy
1,423
+33
+2% +$220 ﹤0.01% 2828
2025
Q1 		$12.1K Buy
1,390
+54
+4% +$492 ﹤0.01% 2006
2024
Q4 		$13.3K Buy
1,336
+36
+3% +$393 ﹤0.01% 1854
2024
Q3 		$14.4K Hold
1,300
– – ﹤0.01% 1661
2024
Q2 		$13.5K Hold
1,300
– – ﹤0.01% 1701
2024
Q1 		$11.2K Buy
1,300
+878
+208% +$8.64K ﹤0.01% 1634
2023
Q4 		$5.22K Sell
422
-54
-11% -$677 ﹤0.01% 1838
2023
Q3 		$7.02K Sell
476
-10
-2% -$162 ﹤0.01% 1555
2023
Q2 		$7.94K Buy
486
+233
+92% +$3.72K ﹤0.01% 1552
2023
Q1 		$4.2K Buy
+253
New +$4.31K ﹤0.01% 1707

Other funds holding KW

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's KW Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 623 shares — an estimated $6.74K sold.

EverSource Wealth Advisors first reported a position in KW in Q1 2023 and held it in 13 quarters. The position peaked at $14.4K in Q3 2024. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 623 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $6.74K.
  • EverSource Wealth Advisors first reported a position in Kennedy-Wilson Holdings in Q1 2023 and held it in 13 quarters.
  • EverSource Wealth Advisors's Kennedy-Wilson Holdings position peaked at $14.4K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.