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Atria Wealth Solutions’s Kimberly-Clark KMB Stock Holding History

Atria Wealth Solutions’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Sell
12,138
-19,179
-61% -$2.6M 0.04% 483
2025
Q1 		$4.49M Sell
31,317
-30,613
-49% -$4.13M 0.05% 368
2024
Q4 		$8.18M Buy
61,930
+7,363
+13% +$1M 0.09% 227
2024
Q3 		$7.82M Sell
54,567
-759
-1% -$108K 0.08% 247
2024
Q2 		$7.7M Buy
55,326
+7,412
+15% +$990K 0.09% 238
2024
Q1 		$6.23M Buy
47,914
+2,113
+5% +$259K 0.07% 288
2023
Q4 		$5.6M Buy
45,801
+1,797
+4% +$217K 0.07% 285
2023
Q3 		$5.35M Buy
44,004
+1,318
+3% +$170K 0.08% 274
2023
Q2 		$5.93M Sell
42,686
-184
-0.4% -$25.6K 0.08% 241
2023
Q1 		$5.79M Sell
42,870
-422
-1% -$54.8K 0.09% 233
2022
Q4 		$5.91M Buy
43,292
+4,927
+13% +$626K 0.09% 226
2022
Q3 		$4.35M Buy
38,365
+16,480
+75% +$2.14M 0.08% 258
2022
Q2 		$2.97M Sell
21,885
-10,563
-33% -$1.39M 0.06% 343
2022
Q1 		$4.02M Buy
+32,448
New +$4.28M 0.07% 300

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atria Wealth Solutions's KMB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Kimberly-Clark (KMB) stake by 61% in Q2 2025, selling an estimated $2.6M and leaving 12,138 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #483.

Atria Wealth Solutions first reported a position in KMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.18M in Q4 2024. 1,766 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Atria Wealth Solutions held 12,138 shares of Kimberly-Clark worth $1.58M as of Q2 2025.
  • Atria Wealth Solutions sold 19,179 Kimberly-Clark shares in Q2 2025, an estimated $2.6M.
  • Kimberly-Clark made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #483 holding.
  • Atria Wealth Solutions first reported a position in Kimberly-Clark in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Kimberly-Clark position peaked at $8.18M in Q4 2024.
  • 1,766 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.