GWM
KW

Gilpin Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Gilpin Wealth 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
2026
Q2 		– Sell
-31
Closed -$336 – 1090
2026
Q1 		$336 Buy
31
+11
+55% +$114 ﹤0.01% 739
2025
Q4 		$194 Buy
+20
New +$179 ﹤0.01% 665

Other funds holding KW

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

Gilpin Wealth Management's KW Position: Q2 2026 in Review

Gilpin Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 31 shares — an estimated $336 sold.

Gilpin Wealth Management first reported a position in KW in Q4 2025 and held it in 2 quarters. The position peaked at $336 in Q1 2026. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • Gilpin Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 31 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $336.
  • Gilpin Wealth Management first reported a position in Kennedy-Wilson Holdings in Q4 2025 and held it in 2 quarters.
  • Gilpin Wealth Management's Kennedy-Wilson Holdings position peaked at $336 in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

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