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Daymark Wealth Partners’s Kenvue KVUE Stock Holding History

Daymark Wealth Partners’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
-9,448
Closed -$202K – 516
2024
Q4 		$202K Sell
9,448
-5,611
-37% -$127K 0.01% 484
2024
Q3 		$348K Sell
15,059
-6,996
-32% -$145K 0.01% 397
2024
Q2 		$401K Buy
+22,055
New +$427K 0.02% 354

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
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

Daymark Wealth Partners's KVUE Position: Q1 2025 in Review

Daymark Wealth Partners sold out of Kenvue (KVUE) in Q1 2025, closing a stake of 9,448 shares — an estimated $202K sold.

Daymark Wealth Partners first reported a position in KVUE in Q2 2024 and held it in 3 quarters. The position peaked at $401K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

  • Daymark Wealth Partners reported no remaining Kenvue position as of Q1 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 9,448 Kenvue shares in Q1 2025, an estimated $202K.
  • Daymark Wealth Partners first reported a position in Kenvue in Q2 2024 and held it in 3 quarters.
  • Daymark Wealth Partners's Kenvue position peaked at $401K in Q2 2024.
  • 1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Daymark Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.