Cypress Advisory Group’s Kenvue KVUE Stock Holding History

Cypress Advisory Group’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	-35,145	Closed	-$750K	–	63
2024 Q4	$750K	Buy	+35,145	New	+$797K	0.69%	41

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Advisory Group's KVUE Position: Q1 2025 in Review

Cypress Advisory Group sold out of Kenvue (KVUE) in Q1 2025, closing a stake of 35,145 shares — an estimated $750K sold.

Cypress Advisory Group first reported a position in KVUE in Q4 2024 and held it in 1 quarter. The position peaked at $750K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

Cypress Advisory Group reported no remaining Kenvue position as of Q1 2025 after selling out during the quarter.
Cypress Advisory Group sold 35,145 Kenvue shares in Q1 2025, an estimated $750K.
Cypress Advisory Group first reported a position in Kenvue in Q4 2024 and held it in 1 quarter.
Cypress Advisory Group's Kenvue position peaked at $750K in Q4 2024.
1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Cypress Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.