Wealth Enhancement Advisory Services’s Kennedy-Wilson Holdings KW Stock Holding History

Wealth Enhancement Advisory Services’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	-11,078	Closed	-$96.2K	–	3443
2025 Q1	$96.2K	Sell	11,078 -3,663	-25%	-$33.4K	﹤0.01%	2766
2024 Q4	$147K	Buy	14,741 +328	+2%	+$3.58K	﹤0.01%	2744
2024 Q3	$159K	Buy	14,413 +395	+3%	+$4.19K	﹤0.01%	2484
2024 Q2	$136K	Buy	14,018 +1,932	+16%	+$18.1K	﹤0.01%	2366
2024 Q1	$104K	Buy	+12,086	New	+$119K	﹤0.01%	2285
2023 Q4	–	Sell	-16,921	Closed	-$249K	–	2393
2023 Q3	$249K	Buy	+16,921	New	+$274K	﹤0.01%	1854

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's KW Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 11,078 shares — an estimated $96.2K sold.

Wealth Enhancement Advisory Services first reported a position in KW in Q3 2023 and held it in 6 quarters. The position peaked at $249K in Q3 2023. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 11,078 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $96.2K.
Wealth Enhancement Advisory Services first reported a position in Kennedy-Wilson Holdings in Q3 2023 and held it in 6 quarters.
Wealth Enhancement Advisory Services's Kennedy-Wilson Holdings position peaked at $249K in Q3 2023.
224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.