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Cassady Schiller Wealth Management’s Kenvue KVUE Stock Holding History

Cassady Schiller 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
Q4 		$4.59K Buy
215
+31
+17% +$703 ﹤0.01% 423
2024
Q3 		$4.26K Hold
184
– – ﹤0.01% 357
2024
Q2 		$3.35K Hold
184
– – ﹤0.01% 366
2024
Q1 		$3.95K Hold
184
– – ﹤0.01% 387
2023
Q4 		$3.96K Hold
184
– – ﹤0.01% 366
2023
Q3 		$3.69K Buy
+184
New +$4.26K ﹤0.01% 385

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cassady Schiller Wealth Management's KVUE Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Kenvue (KVUE) stake by 17% in Q4 2024, buying an estimated $703 and bringing the position to 215 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Cassady Schiller Wealth Management first reported a position in KVUE in Q3 2023 and has held it in 6 quarters since. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • Cassady Schiller Wealth Management held 215 shares of Kenvue worth $4.59K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 31 Kenvue shares in Q4 2024, an estimated $703.
  • Kenvue made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #423 holding.
  • Cassady Schiller Wealth Management first reported a position in Kenvue in Q3 2023 and has held it in 6 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.