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

Other funds holding KVUE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Bard Financial Services's KVUE Position: Q3 2025 in Review

Bard Financial Services increased its Kenvue (KVUE) stake by 18% in Q3 2025, buying an estimated $472K and bringing the position to 155,125 shares worth $2.52M. The position accounts for 0.28% of the portfolio, ranked #80.

Bard Financial Services first reported a position in KVUE in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.03M in Q1 2025. 1,064 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

Bard Financial Services held 155,125 shares of Kenvue worth $2.52M as of Q3 2025.
Bard Financial Services bought 23,105 Kenvue shares in Q3 2025, an estimated $472K.
Kenvue made up 0.28% of Bard Financial Services's portfolio in Q3 2025, its #80 holding.
Bard Financial Services first reported a position in Kenvue in Q3 2023 and has held it in 9 quarters since.
Bard Financial Services's Kenvue position peaked at $3.03M in Q1 2025.
1,064 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.