Avantax Advisory Services’s Kenvue KVUE Stock Holding History

Avantax Advisory Services’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	$4.47M	Buy	213,735 +28,414	+15%	+$646K	0.02%	483
2025 Q1	$4.44M	Buy	185,321 +7,603	+4%	+$168K	0.03%	452
2024 Q4	$3.79M	Sell	177,718 -5,107	-3%	-$116K	0.02%	486
2024 Q3	$4.23M	Buy	182,825 +24,024	+15%	+$498K	0.03%	433
2024 Q2	$2.89M	Buy	158,801 +144,916	+1,044%	+$2.81M	0.02%	541
2024 Q1	$298K	Sell	13,885 -4,487	-24%	-$91.1K	﹤0.01%	1295
2023 Q4	$396K	Sell	18,372 -3,188	-15%	-$63.8K	﹤0.01%	1098
2023 Q3	$433K	Buy	+21,560	New	+$499K	﹤0.01%	1005

Other funds holding KVUE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's KVUE Position: Q2 2025 in Review

Avantax Advisory Services increased its Kenvue (KVUE) stake by 15% in Q2 2025, buying an estimated $646K and bringing the position to 213,735 shares worth $4.47M. The position accounts for 0.02% of the portfolio, ranked #483.

Avantax Advisory Services first reported a position in KVUE in Q3 2023 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

Avantax Advisory Services held 213,735 shares of Kenvue worth $4.47M as of Q2 2025.
Avantax Advisory Services bought 28,414 Kenvue shares in Q2 2025, an estimated $646K.
Kenvue made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #483 holding.
Avantax Advisory Services first reported a position in Kenvue in Q3 2023 and has held it in 8 quarters since.
1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.