JSW
KW

Journey Strategic Wealth’s Kennedy-Wilson Holdings KW Stock Holding History

Journey Strategic Wealth’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
-13,901
Closed -$121K – 683
2025
Q1 		$121K Hold
13,901
– – ﹤0.01% 488
2024
Q4 		$139K Hold
13,901
– – 0.01% 484
2024
Q3 		$154K Buy
13,901
+47
+0.3% +$498 0.01% 490
2024
Q2 		$135K Sell
13,854
-394
-3% -$3.69K 0.01% 386
2024
Q1 		$122K Buy
+14,248
New +$140K 0.01% 305

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

Journey Strategic Wealth's KW Position: Q2 2025 in Review

Journey Strategic Wealth sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 13,901 shares — an estimated $121K sold.

Journey Strategic Wealth first reported a position in KW in Q1 2024 and held it in 5 quarters. The position peaked at $154K in Q3 2024. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Journey Strategic Wealth reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 13,901 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $121K.
  • Journey Strategic Wealth first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 5 quarters.
  • Journey Strategic Wealth's Kennedy-Wilson Holdings position peaked at $154K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.