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NewEdge Wealth’s KB Home KBH Stock Holding History

NewEdge Wealth’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,784
Closed -$575K – 1044
2025
Q2 		$575K Buy
9,784
+1,134
+13% +$60.3K 0.01% 674
2025
Q1 		$503K Sell
8,650
-473
-5% -$30.1K 0.01% 648
2024
Q4 		$600K Buy
9,123
+6,548
+254% +$509K 0.01% 605
2024
Q3 		$221K Buy
+2,575
New +$207K ﹤0.01% 816

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's KBH Position: Q3 2025 in Review

NewEdge Wealth sold out of KB Home (KBH) in Q3 2025, closing a stake of 9,784 shares — an estimated $575K sold.

NewEdge Wealth first reported a position in KBH in Q3 2024 and held it in 4 quarters. The position peaked at $600K in Q4 2024. 402 funds tracked by Wall St. Rank hold KBH as of Q3 2025.

  • NewEdge Wealth reported no remaining KB Home position as of Q3 2025 after selling out during the quarter.
  • NewEdge Wealth sold 9,784 KB Home shares in Q3 2025, an estimated $575K.
  • NewEdge Wealth first reported a position in KB Home in Q3 2024 and held it in 4 quarters.
  • NewEdge Wealth's KB Home position peaked at $600K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held KB Home as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.