Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$226M Sell
13,090,913
-2,791,015
-18% -$49.7M 0.06% 263
2025
Q4
$274M Sell
15,881,928
-1,763,833
-10% -$28.8M 0.07% 265
2025
Q3
$277M Buy
17,645,761
+3,135,871
+22% +$64M 0.09% 205
2025
Q2
$305M Buy
14,509,890
+6,559,261
+82% +$149M 0.11% 188
2025
Q1
$188M Buy
7,950,629
+444,376
+6% +$9.84M 0.07% 270
2024
Q4
$159M Buy
7,506,253
+327,688
+5% +$7.43M 0.06% 321
2024
Q3
$158M Buy
7,178,565
+793,277
+12% +$16.4M 0.06% 302
2024
Q2
$117M Sell
6,385,288
-532,334
-8% -$10.3M 0.04% 344
2024
Q1
$141M Sell
6,917,622
-5,430,894
-44% -$110M 0.06% 310
2023
Q4
$270M Sell
12,348,516
-1,825,640
-13% -$36.5M 0.12% 193
2023
Q3
$275M Buy
+14,174,156
New +$328M 0.13% 174

Other funds holding KVUE