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Endowment Wealth Management’s Kenvue KVUE Stock Holding History

Endowment 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
-9,633
Closed -$202K – 161
2025
Q2 		$202K Sell
9,633
-232
-2% -$5.28K 0.1% 146
2025
Q1 		$237K Buy
+9,865
New +$218K 0.15% 120

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

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

Endowment Wealth Management sold out of Kenvue (KVUE) in Q3 2025, closing a stake of 9,633 shares — an estimated $202K sold.

Endowment Wealth Management first reported a position in KVUE in Q1 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

  • Endowment Wealth Management reported no remaining Kenvue position as of Q3 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 9,633 Kenvue shares in Q3 2025, an estimated $202K.
  • Endowment Wealth Management first reported a position in Kenvue in Q1 2025 and held it in 2 quarters.
  • Endowment Wealth Management's Kenvue position peaked at $237K in Q1 2025.
  • 1,063 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Endowment Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.