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Bogart Wealth LLC’s Kenvue KVUE Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$56.6K Buy
2,960
+2,192
+285% +$38.6K ﹤0.01% 509
2026
Q1 		$13.2K Buy
768
+137
+22% +$2.44K ﹤0.01% 844
2025
Q4 		$10.9K Sell
631
-237
-27% -$3.88K ﹤0.01% 849
2025
Q3 		$14.1K Buy
868
+179
+26% +$3.65K ﹤0.01% 757
2025
Q2 		$14.4K Buy
689
+249
+57% +$5.66K ﹤0.01% 712
2025
Q1 		$10.6K Buy
440
+236
+116% +$5.22K ﹤0.01% 739
2024
Q4 		$4.36K Buy
+204
New +$4.63K ﹤0.01% 915
2024
Q1 		– Sell
-19
Closed -$409 – 1097
2023
Q4 		$409 Sell
19
-481
-96% -$9.63K ﹤0.01% 1010
2023
Q3 		$10K Buy
+500
New +$11.6K ﹤0.01% 589

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bogart Wealth LLC's KVUE Position: Q2 2026 in Review

Bogart Wealth LLC increased its Kenvue (KVUE) stake by 285% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,960 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Bogart Wealth LLC first reported a position in KVUE in Q3 2023 and has held it in 9 quarters since. 1,014 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Bogart Wealth LLC held 2,960 shares of Kenvue worth $56.6K as of Q2 2026.
  • Bogart Wealth LLC bought 2,192 Kenvue shares in Q2 2026, an estimated $38.6K.
  • Kenvue made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #509 holding.
  • Bogart Wealth LLC first reported a position in Kenvue in Q3 2023 and has held it in 9 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.