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Balboa Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Balboa Wealth Partners’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 		– Sell
-1,598
Closed -$227K – 394
2025
Q1 		$227K Buy
1,598
+1
+0.1% +$135 0.05% 242
2024
Q4 		$209K Sell
1,597
-100
-6% -$13.6K 0.05% 271
2024
Q3 		$241K Buy
1,697
+2
+0.1% +$284 0.06% 228
2024
Q2 		$234K Buy
+1,695
New +$226K 0.06% 224

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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

Balboa Wealth Partners's KMB Position: Q2 2025 in Review

Balboa Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,598 shares — an estimated $227K sold.

Balboa Wealth Partners first reported a position in KMB in Q2 2024 and held it in 4 quarters. The position peaked at $241K in Q3 2024. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Balboa Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,598 Kimberly-Clark shares in Q2 2025, an estimated $227K.
  • Balboa Wealth Partners first reported a position in Kimberly-Clark in Q2 2024 and held it in 4 quarters.
  • Balboa Wealth Partners's Kimberly-Clark position peaked at $241K in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.