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

Spire Wealth Management’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 Q4	–	Sell	-1,327	Closed	-$11K	–	2411
2025 Q3	$11K	Hold	1,327	–	–	﹤0.01%	1714
2025 Q2	$9.02K	Hold	1,327	–	–	﹤0.01%	1753
2025 Q1	$11.5K	Hold	1,327	–	–	﹤0.01%	1797
2024 Q4	$13.3K	Hold	1,327	–	–	﹤0.01%	1764
2024 Q3	$14.7K	Hold	1,327	–	–	﹤0.01%	1531
2024 Q2	$12.9K	Buy	+1,327	New	+$12.4K	﹤0.01%	1570
2024 Q1	–	Sell	-1,152	Closed	-$12.9K	–	2356
2023 Q4	$12.9K	Buy	1,152 +470	+69%	+$5.89K	﹤0.01%	1676
2023 Q3	$10.1K	Buy	682 +249	+58%	+$4.03K	﹤0.01%	1729
2023 Q2	$7.07K	Hold	433	–	–	﹤0.01%	1908
2023 Q1	$7.18K	Buy	+433	New	+$7.37K	﹤0.01%	1950
2022 Q3	–	Sell	-433	Closed	-$8K	–	2414
2022 Q2	$8K	Buy	+433	New	+$9.31K	﹤0.01%	1996
2022 Q1	–	Sell	-433	Closed	-$10K	–	2710
2021 Q4	$10K	Buy	+433	New	+$9.86K	﹤0.01%	2385
2021 Q2	–	Sell	-433	Closed	-$9K	–	2791
2021 Q1	$9K	Buy	+433	New	+$8.13K	﹤0.01%	2444

Other funds holding KW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Spire Wealth Management's KW Position: Q4 2025 in Review

Spire Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q4 2025, closing a stake of 1,327 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in KW in Q1 2021 and held it in 13 quarters. The position peaked at $14.7K in Q3 2024. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

Spire Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 1,327 Kennedy-Wilson Holdings shares in Q4 2025, an estimated $11K.
Spire Wealth Management first reported a position in Kennedy-Wilson Holdings in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Kennedy-Wilson Holdings position peaked at $14.7K in Q3 2024.
245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.