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Dakota Wealth Management’s Kenvue KVUE Stock Holding History

Dakota 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 		– Sell
-14,400
Closed -$345K – 794
2025
Q1 		$345K Sell
14,400
-54
-0.4% -$1.2K 0.01% 584
2024
Q4 		$309K Buy
14,454
+2,947
+26% +$66.8K 0.01% 601
2024
Q3 		$266K Buy
11,507
+24
+0.2% +$497 0.01% 616
2024
Q2 		$209K Sell
11,483
-291
-2% -$5.64K ﹤0.01% 659
2024
Q1 		$253K Buy
+11,774
New +$239K 0.01% 622

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Dakota Wealth Management sold out of Kenvue (KVUE) in Q2 2025, closing a stake of 14,400 shares — an estimated $345K sold.

Dakota Wealth Management first reported a position in KVUE in Q1 2024 and held it in 5 quarters. The position peaked at $345K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Dakota Wealth Management reported no remaining Kenvue position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 14,400 Kenvue shares in Q2 2025, an estimated $345K.
  • Dakota Wealth Management first reported a position in Kenvue in Q1 2024 and held it in 5 quarters.
  • Dakota Wealth Management's Kenvue position peaked at $345K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.