TWD
KW

True Wealth Design’s Kennedy-Wilson Holdings KW Stock Holding History

True Wealth Design’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
-174
Closed -$1.88K – 2780
2026
Q1 		$1.88K Hold
174
– – ﹤0.01% 1572
2025
Q4 		$1.68K Hold
174
– – ﹤0.01% 1516
2025
Q3 		$1.45K Buy
174
+96
+123% +$770 ﹤0.01% 1610
2025
Q2 		$531 Buy
+78
New +$520 ﹤0.01% 1715

Other funds holding KW

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

True Wealth Design's KW Position: Q2 2026 in Review

True Wealth Design sold out of Kennedy-Wilson Holdings (KW) in Q2 2026, closing a stake of 174 shares — an estimated $1.88K sold.

True Wealth Design first reported a position in KW in Q2 2025 and held it in 4 quarters. The position peaked at $1.88K in Q1 2026. 1 fund tracked by Wall St. Rank holds KW as of Q2 2026.

  • True Wealth Design reported no remaining Kennedy-Wilson Holdings position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 174 Kennedy-Wilson Holdings shares in Q2 2026, an estimated $1.88K.
  • True Wealth Design first reported a position in Kennedy-Wilson Holdings in Q2 2025 and held it in 4 quarters.
  • True Wealth Design's Kennedy-Wilson Holdings position peaked at $1.88K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.