Avidian Wealth Enterprises
KMB icon

Avidian Wealth Enterprises’s Kimberly-Clark KMB Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$1.54M Sell
15,763
-926
-6% -$98.9K 0.04% 255
2026
Q2 		$1.83M Buy
16,689
+2,390
+17% +$237K 0.05% 229
2026
Q1 		$1.38M Buy
14,299
+10,517
+278% +$1.08M 0.04% 247
2025
Q4 		$382K Sell
3,782
-644
-15% -$70.4K 0.01% 427
2025
Q3 		$550K Sell
4,426
-2,084
-32% -$269K 0.02% 348
2025
Q2 		$839K Buy
6,510
+177
+3% +$24K 0.03% 229
2025
Q1 		$901K Buy
6,333
+2,441
+63% +$329K 0.04% 210
2024
Q4 		$510K Sell
3,892
-29
-0.7% -$3.95K 0.02% 292
2024
Q3 		$558K Buy
3,921
+46
+1% +$6.52K 0.03% 279
2024
Q2 		$536K Buy
3,875
+88
+2% +$11.8K 0.02% 281
2024
Q1 		$490K Sell
3,787
-956
-20% -$117K 0.02% 270
2023
Q4 		$576K Sell
4,743
-110
-2% -$13.3K 0.04% 241
2023
Q3 		$587K Sell
4,853
-571
-11% -$73.8K 0.04% 228
2023
Q2 		$749K Sell
5,424
-1,007
-16% -$140K 0.05% 218
2023
Q1 		$863K Buy
6,431
+77
+1% +$10K 0.05% 219
2022
Q4 		$863K Sell
6,354
-335
-5% -$42.6K 0.06% 197
2022
Q3 		$753K Sell
6,689
-65
-1% -$8.45K 0.05% 180
2022
Q2 		$913K Buy
6,754
+548
+9% +$72.2K 0.06% 178
2022
Q1 		$764K Buy
6,206
+157
+3% +$20.7K 0.05% 232
2021
Q4 		$865K Buy
6,049
+45
+0.7% +$6.06K 0.05% 208
2021
Q3 		$795K Sell
6,004
-39
-0.6% -$5.3K 0.06% 156
2021
Q2 		$808K Buy
6,043
+380
+7% +$50.7K 0.06% 149
2021
Q1 		$787K Buy
5,663
+53
+0.9% +$7.04K 0.07% 146
2020
Q4 		$756K Buy
5,610
+329
+6% +$46.1K 0.07% 135
2020
Q3 		$780K Buy
5,281
+1,419
+37% +$213K 0.09% 112
2020
Q2 		$546K Buy
3,862
+760
+25% +$105K 0.07% 132
2020
Q1 		$397K Sell
3,102
-116
-4% -$16K 0.06% 124
2019
Q4 		$443K Buy
3,218
+191
+6% +$25.8K 0.06% 128
2019
Q3 		$430K Buy
3,027
+508
+20% +$69.8K 0.07% 111
2019
Q2 		$336K Buy
2,519
+500
+25% +$64.5K 0.08% 92
2019
Q1 		$250K Buy
+2,019
New +$235K 0.06% 105

Other funds holding KMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Avidian Wealth Enterprises's KMB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Kimberly-Clark (KMB) stake by 5.5% in Q3 2026, selling an estimated $98.9K and leaving 15,763 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #255.

Avidian Wealth Enterprises first reported a position in KMB in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.83M in Q2 2026. 1,103 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Avidian Wealth Enterprises held 15,763 shares of Kimberly-Clark worth $1.54M as of Q3 2026.
  • Avidian Wealth Enterprises sold 926 Kimberly-Clark shares in Q3 2026, an estimated $98.9K.
  • Kimberly-Clark made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #255 holding.
  • Avidian Wealth Enterprises first reported a position in Kimberly-Clark in Q1 2019 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Kimberly-Clark position peaked at $1.83M in Q2 2026.
  • 1,103 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.