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Carolina Wealth Advisors’s Kenvue KVUE Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-204
Closed -$4.36K – 299
2024
Q4 		$4.36K Hold
204
– – ﹤0.01% 206
2024
Q3 		$4.72K Buy
+204
New +$4.23K ﹤0.01% 236

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolina Wealth Advisors's KVUE Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Kenvue (KVUE) in Q1 2025, closing a stake of 204 shares — an estimated $4.36K sold.

Carolina Wealth Advisors first reported a position in KVUE in Q3 2024 and held it in 2 quarters. The position peaked at $4.72K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Kenvue position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 204 Kenvue shares in Q1 2025, an estimated $4.36K.
  • Carolina Wealth Advisors first reported a position in Kenvue in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Kenvue position peaked at $4.72K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.