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KVUE icon

Bard Financial Services’s Kenvue KVUE Stock Holding History

Bard Financial 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
Q3 		$2.52M Buy
155,125
+23,105
+18% +$472K 0.28% 80
2025
Q2 		$2.76M Buy
132,020
+5,730
+5% +$130K 0.33% 73
2025
Q1 		$3.03M Buy
126,290
+17,500
+16% +$387K 0.37% 68
2024
Q4 		$2.32M Buy
108,790
+2,000
+2% +$45.3K 0.28% 78
2024
Q3 		$2.47M Buy
106,790
+5,750
+6% +$119K 0.29% 75
2024
Q2 		$1.84M Buy
101,040
+26,240
+35% +$508K 0.19% 95
2024
Q1 		$1.61M Buy
74,800
+35,050
+88% +$712K 0.17% 100
2023
Q4 		$856K Buy
39,750
+16,275
+69% +$326K 0.1% 124
2023
Q3 		$471K Buy
+23,475
New +$543K 0.06% 151

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T. Rowe Price Associates
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return