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Centricity Wealth Management’s Kimberly-Clark KMB Stock Holding History

Centricity Wealth Management’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$142K Buy
1,100
+3
+0.3% +$407 0.11% 95
2025
Q1 		$156K Buy
1,097
+3
+0.3% +$404 0.14% 86
2024
Q4 		$143K Buy
+1,094
New +$149K 0.13% 90

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Centricity Wealth Management's KMB Position: Q2 2025 in Review

Centricity Wealth Management increased its Kimberly-Clark (KMB) stake by 0.27% in Q2 2025, buying an estimated $407 and bringing the position to 1,100 shares worth $142K. The position accounts for 0.11% of the portfolio, ranked #95.

Centricity Wealth Management first reported a position in KMB in Q4 2024 and has held it in 3 quarters since. The position peaked at $156K in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Centricity Wealth Management held 1,100 shares of Kimberly-Clark worth $142K as of Q2 2025.
  • Centricity Wealth Management bought 3 Kimberly-Clark shares in Q2 2025, an estimated $407.
  • Kimberly-Clark made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #95 holding.
  • Centricity Wealth Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Kimberly-Clark position peaked at $156K in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.