Ethos Financial Group’s Kenvue KVUE Stock Holding History

Ethos Financial Group’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	-8	Closed	-$171	–	477
2024 Q4	$171	Buy	+8	New	+$181	﹤0.01%	389

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ethos Financial Group's KVUE Position: Q1 2025 in Review

Ethos Financial Group sold out of Kenvue (KVUE) in Q1 2025, closing a stake of 8 shares — an estimated $171 sold.

Ethos Financial Group first reported a position in KVUE in Q4 2024 and held it in 1 quarter. The position peaked at $171 in Q4 2024. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

Ethos Financial Group reported no remaining Kenvue position as of Q1 2025 after selling out during the quarter.
Ethos Financial Group sold 8 Kenvue shares in Q1 2025, an estimated $171.
Ethos Financial Group first reported a position in Kenvue in Q4 2024 and held it in 1 quarter.
Ethos Financial Group's Kenvue position peaked at $171 in Q4 2024.
1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Ethos Financial Group's 13F filing for Q1 2025, filed 13 May 2025.