Carson Wealth (CWM LLC)
KVUE icon

Carson Wealth (CWM LLC)’s Kenvue KVUE Stock Holding History

Carson Wealth (CWM 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
Q1 		$2M Buy
116,060
+92,338
+389% +$1.64M 0.01% 1193
2025
Q4 		$409K Buy
23,722
+5,400
+29% +$88.3K ﹤0.01% 2044
2025
Q3 		$297K Sell
18,322
-12,943
-41% -$264K ﹤0.01% 2148
2025
Q2 		$654K Buy
31,265
+1,923
+7% +$43.7K ﹤0.01% 1475
2025
Q1 		$704K Buy
29,342
+4,309
+17% +$95.4K ﹤0.01% 1319
2024
Q4 		$534K Buy
25,033
+2,103
+9% +$47.7K ﹤0.01% 1350
2024
Q3 		$530K Sell
22,930
-9,899
-30% -$205K ﹤0.01% 1295
2024
Q2 		$597K Sell
32,829
-1,753
-5% -$34K ﹤0.01% 1121
2024
Q1 		$742K Buy
34,582
+3,094
+10% +$62.8K ﹤0.01% 981
2023
Q4 		$678K Buy
31,488
+18,519
+143% +$371K ﹤0.01% 949
2023
Q3 		$260K Buy
12,969
+12,169
+1,521% +$282K ﹤0.01% 1206
2023
Q2 		$21K Buy
+800
New +$20.8K ﹤0.01% 2603

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KVUE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kenvue (KVUE) stake by 389% in Q1 2026, buying an estimated $1.64M and bringing the position to 116,060 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1193.

Carson Wealth (CWM LLC) first reported a position in KVUE in Q2 2023 and has held it in 12 quarters since. 1,017 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 116,060 shares of Kenvue worth $2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 92,338 Kenvue shares in Q1 2026, an estimated $1.64M.
  • Kenvue made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1193 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kenvue in Q2 2023 and has held it in 12 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.