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	0.09%	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return