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Congress Wealth Management’s Kenvue KVUE Stock Holding History

Congress 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
2025
Q2 		$5.29M Buy
252,980
+110,040
+77% +$2.5M 0.05% 369
2025
Q1 		$3.42M Buy
142,940
+27,991
+24% +$620K 0.04% 385
2024
Q4 		$2.45M Sell
114,949
-112,462
-49% -$2.55M 0.03% 383
2024
Q3 		$5.26M Buy
227,411
+164,135
+259% +$3.4M 0.07% 288
2024
Q2 		$1.15M Buy
+63,276
New +$1.23M 0.02% 409

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 $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's KVUE Position: Q2 2025 in Review

Congress Wealth Management increased its Kenvue (KVUE) stake by 77% in Q2 2025, buying an estimated $2.5M and bringing the position to 252,980 shares worth $5.29M. The position accounts for 0.05% of the portfolio, ranked #369.

Congress Wealth Management first reported a position in KVUE in Q2 2024 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Congress Wealth Management held 252,980 shares of Kenvue worth $5.29M as of Q2 2025.
  • Congress Wealth Management bought 110,040 Kenvue shares in Q2 2025, an estimated $2.5M.
  • Kenvue made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #369 holding.
  • Congress Wealth Management first reported a position in Kenvue in Q2 2024 and has held it in 5 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.