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Atria Wealth Solutions’s Kenvue KVUE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$358K Sell
17,106
-9,916
-37% -$226K 0.01% 1074
2025
Q1 		$648K Buy
27,022
+8,765
+48% +$194K 0.01% 1069
2024
Q4 		$390K Buy
18,257
+9,432
+107% +$214K ﹤0.01% 1399
2024
Q3 		$204K Buy
+8,825
New +$183K ﹤0.01% 1779
2024
Q2 		– Sell
-17,471
Closed -$375K – 2010
2024
Q1 		$375K Sell
17,471
-908
-5% -$18.4K ﹤0.01% 1404
2023
Q4 		$396K Sell
18,379
-1,129
-6% -$22.6K 0.01% 1330
2023
Q3 		$392K Buy
+19,508
New +$452K 0.01% 1254

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Kenvue (KVUE) stake by 37% in Q2 2025, selling an estimated $226K and leaving 17,106 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1074.

Atria Wealth Solutions first reported a position in KVUE in Q3 2023 and has held it in 7 quarters since. The position peaked at $648K in Q1 2025. 1,105 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Atria Wealth Solutions held 17,106 shares of Kenvue worth $358K as of Q2 2025.
  • Atria Wealth Solutions sold 9,916 Kenvue shares in Q2 2025, an estimated $226K.
  • Kenvue made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1074 holding.
  • Atria Wealth Solutions first reported a position in Kenvue in Q3 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Kenvue position peaked at $648K in Q1 2025.
  • 1,105 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

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