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Dynasty Wealth Management’s Kenvue KVUE Stock Holding History

Dynasty 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
Q3 		– Sell
-70,315
Closed -$1.47M – 334
2025
Q2 		$1.47M Buy
70,315
+7,614
+12% +$173K 0.03% 111
2025
Q1 		$1.5M Buy
62,701
+8,112
+15% +$180K 0.03% 118
2024
Q4 		$1.17M Buy
54,589
+12,759
+31% +$289K 0.02% 132
2024
Q3 		$968K Sell
41,830
-2,026
-5% -$42K 0.03% 135
2024
Q2 		$797K Buy
43,856
+1,254
+3% +$24.3K 0.02% 150
2024
Q1 		$914K Buy
+42,602
New +$865K 0.03% 136

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Dynasty Wealth Management's KVUE Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Kenvue (KVUE) in Q3 2025, closing a stake of 70,315 shares — an estimated $1.47M sold.

Dynasty Wealth Management first reported a position in KVUE in Q1 2024 and held it in 6 quarters. The position peaked at $1.5M in Q1 2025. 1,065 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Kenvue position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 70,315 Kenvue shares in Q3 2025, an estimated $1.47M.
  • Dynasty Wealth Management first reported a position in Kenvue in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Kenvue position peaked at $1.5M in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.