Operose Advisors’s Kennedy-Wilson Holdings KW Stock Holding History

Operose 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	-37	Closed	-$400	–	610
2026 Q1	$400	Hold	37	–	–	﹤0.01%	568
2025 Q4	$358	Hold	37	–	–	﹤0.01%	467
2025 Q3	$308	Hold	37	–	–	﹤0.01%	440
2025 Q2	$252	Hold	37	–	–	﹤0.01%	404
2025 Q1	$321	Hold	37	–	–	﹤0.01%	378
2024 Q4	$370	Hold	37	–	–	﹤0.01%	420
2024 Q3	$409	Hold	37	–	–	﹤0.01%	607
2024 Q2	$360	Hold	37	–	–	﹤0.01%	575
2024 Q1	$317	Hold	37	–	–	﹤0.01%	642
2023 Q4	$458	Hold	37	–	–	﹤0.01%	587
2023 Q3	$545	Hold	37	–	–	﹤0.01%	738
2023 Q2	$604	Hold	37	–	–	﹤0.01%	344
2023 Q1	$614	Hold	37	–	–	﹤0.01%	331
2022 Q4	$582	Buy	+37	New	+$595	﹤0.01%	346

Other funds holding KW

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Operose Advisors's KW Position: Q2 2026 in Review

Operose Advisors sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 37 shares — an estimated $400 sold.

Operose Advisors first reported a position in KW in Q4 2022 and held it in 14 quarters. The position peaked at $614 in Q1 2023. 3 funds tracked by Wall St. Rank hold KW as of Q2 2026.

Operose Advisors reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
Operose Advisors sold 37 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $400.
Operose Advisors first reported a position in Kennedy-Wilson Holdings in Q4 2022 and held it in 14 quarters.
Operose Advisors's Kennedy-Wilson Holdings position peaked at $614 in Q1 2023.
3 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.