GIA
KW

GHP Investment Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

GHP Investment 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
2025
Q2 		– Sell
-786
Closed -$6.82K – 987
2025
Q1 		$6.82K Hold
786
– – ﹤0.01% 735
2024
Q4 		$7.85K Hold
786
– – ﹤0.01% 733
2024
Q3 		$8.69K Buy
+786
New +$8.33K ﹤0.01% 735

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

GHP Investment Advisors's KW Position: Q2 2025 in Review

GHP Investment Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 786 shares — an estimated $6.82K sold.

GHP Investment Advisors first reported a position in KW in Q3 2024 and held it in 3 quarters. The position peaked at $8.69K in Q3 2024. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • GHP Investment Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 786 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $6.82K.
  • GHP Investment Advisors first reported a position in Kennedy-Wilson Holdings in Q3 2024 and held it in 3 quarters.
  • GHP Investment Advisors's Kennedy-Wilson Holdings position peaked at $8.69K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.