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Asset Planning Inc’s Kenvue KVUE Stock Holding History

Asset Planning Inc’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.95K Hold
345
– – ﹤0.01% 255
2025
Q4 		$5.95K Sell
345
-801
-70% -$13.1K ﹤0.01% 248
2025
Q3 		$18.6K Sell
1,146
-838
-42% -$17.1K 0.01% 209
2025
Q2 		$41.5K Buy
1,984
+15
+0.8% +$341 0.03% 158
2025
Q1 		$47.2K Buy
1,969
+14
+0.7% +$310 0.04% 150
2024
Q4 		$41.7K Buy
+1,955
New +$44.3K 0.03% 157

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Asset Planning Inc's KVUE Position: Q1 2026 in Review

Asset Planning Inc held its Kenvue (KVUE) position steady in Q1 2026 at 345 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Asset Planning Inc first reported a position in KVUE in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.2K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Asset Planning Inc held 345 shares of Kenvue worth $5.95K as of Q1 2026.
  • Asset Planning Inc left its Kenvue share count unchanged in Q1 2026.
  • Kenvue made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #255 holding.
  • Asset Planning Inc first reported a position in Kenvue in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Kenvue position peaked at $47.2K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.