DLA
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Douglas Lane & Associates’s Kenvue KVUE Stock Holding History

Douglas Lane & Associates’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
Q3 		– Sell
-29,287
Closed -$613K – 242
2025
Q2 		$613K Sell
29,287
-41,519
-59% -$944K 0.01% 171
2025
Q1 		$1.7M Sell
70,806
-21,914
-24% -$485K 0.03% 146
2024
Q4 		$1.98M Sell
92,720
-137,882
-60% -$3.13M 0.03% 144
2024
Q3 		$5.33M Sell
230,602
-168,520
-42% -$3.49M 0.07% 130
2024
Q2 		$7.26M Sell
399,122
-65,771
-14% -$1.27M 0.1% 124
2024
Q1 		$9.98M Buy
464,893
+72,662
+19% +$1.48M 0.14% 116
2023
Q4 		$8.44M Buy
392,231
+330,238
+533% +$6.61M 0.13% 119
2023
Q3 		$1.24M Buy
+61,993
New +$1.43M 0.02% 144

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return