SIG
KW

Stonegate Investment Group’s Kennedy-Wilson Holdings KW Stock Holding History

Stonegate Investment 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
-15,976
Closed -$139K – 458
2025
Q1 		$139K Hold
15,976
– – ﹤0.01% 351
2024
Q4 		$160K Buy
15,976
+1,039
+7% +$11.3K ﹤0.01% 340
2024
Q3 		$165K Sell
14,937
-676
-4% -$7.16K ﹤0.01% 350
2024
Q2 		$152K Buy
15,613
+4,502
+41% +$42.1K ﹤0.01% 342
2024
Q1 		$95.3K Buy
+11,111
New +$109K ﹤0.01% 321
2023
Q4 		– Sell
-10,620
Closed -$157K – 350
2023
Q3 		$157K Sell
10,620
-63
-0.6% -$1.02K 0.01% 284
2023
Q2 		$174K Hold
10,683
– – 0.01% 295
2023
Q1 		$177K Buy
+10,683
New +$182K 0.01% 296

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

Stonegate Investment Group's KW Position: Q2 2025 in Review

Stonegate Investment Group sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 15,976 shares — an estimated $139K sold.

Stonegate Investment Group first reported a position in KW in Q1 2023 and held it in 8 quarters. The position peaked at $177K in Q1 2023. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Stonegate Investment Group reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Stonegate Investment Group sold 15,976 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $139K.
  • Stonegate Investment Group first reported a position in Kennedy-Wilson Holdings in Q1 2023 and held it in 8 quarters.
  • Stonegate Investment Group's Kennedy-Wilson Holdings position peaked at $177K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Stonegate Investment Group's 13F filing for Q2 2025, filed 23 Jul 2025.