Root Financial Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Root Financial Partners’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	-354	Closed	-$3.83K	–	1921
2026 Q1	$3.83K	Buy	354 +226	+177%	+$2.34K	﹤0.01%	2051
2025 Q4	$1.24K	Hold	128	–	–	﹤0.01%	2067
2025 Q3	$1.06K	Buy	+128	New	+$1.03K	﹤0.01%	2044

Other funds holding KW

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

Root Financial Partners's KW Position: Q2 2026 in Review

Root Financial Partners sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 354 shares — an estimated $3.83K sold.

Root Financial Partners first reported a position in KW in Q3 2025 and held it in 3 quarters. The position peaked at $3.83K in Q1 2026. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

Root Financial Partners reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 354 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $3.83K.
Root Financial Partners first reported a position in Kennedy-Wilson Holdings in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Kennedy-Wilson Holdings position peaked at $3.83K in Q1 2026.
1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.