PWMG
KW

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

Private Wealth Management Group’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
-344
Closed -$2.99K – 1553
2025
Q1 		$2.99K Hold
344
– – ﹤0.01% 924
2024
Q4 		$3.44K Sell
344
-154
-31% -$1.68K ﹤0.01% 893
2024
Q3 		$5.5K Hold
498
– – ﹤0.01% 688
2024
Q2 		$4.84K Buy
498
+207
+71% +$1.94K ﹤0.01% 716
2024
Q1 		$2.5K Buy
+291
New +$2.86K ﹤0.01% 879

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

Private Wealth Management Group's KW Position: Q2 2025 in Review

Private Wealth Management Group sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 344 shares — an estimated $2.99K sold.

Private Wealth Management Group first reported a position in KW in Q1 2024 and held it in 5 quarters. The position peaked at $5.5K in Q3 2024. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Private Wealth Management Group reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 344 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $2.99K.
  • Private Wealth Management Group first reported a position in Kennedy-Wilson Holdings in Q1 2024 and held it in 5 quarters.
  • Private Wealth Management Group's Kennedy-Wilson Holdings position peaked at $5.5K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.