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Baron Wealth Management’s Kenvue KVUE Stock Holding History

Baron Wealth Management’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
2024
Q2 		– Sell
-10,808
Closed -$232K – 196
2024
Q1 		$232K Sell
10,808
-2,107
-16% -$42.8K 0.12% 152
2023
Q4 		$278K Buy
12,915
+899
+7% +$18K 0.15% 120
2023
Q3 		$241K Buy
+12,016
New +$278K 0.15% 115

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Wealth Management's KVUE Position: Q2 2024 in Review

Baron Wealth Management sold out of Kenvue (KVUE) in Q2 2024, closing a stake of 10,808 shares — an estimated $232K sold.

Baron Wealth Management first reported a position in KVUE in Q3 2023 and held it in 3 quarters. The position peaked at $278K in Q4 2023. 995 funds tracked by Wall St. Rank hold KVUE as of Q2 2024.

  • Baron Wealth Management reported no remaining Kenvue position as of Q2 2024 after selling out during the quarter.
  • Baron Wealth Management sold 10,808 Kenvue shares in Q2 2024, an estimated $232K.
  • Baron Wealth Management first reported a position in Kenvue in Q3 2023 and held it in 3 quarters.
  • Baron Wealth Management's Kenvue position peaked at $278K in Q4 2023.
  • 995 funds tracked by Wall St. Rank held Kenvue as of Q2 2024.

Based on Baron Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.