Evergreen Wealth Solutions’s Kenvue KVUE Stock Holding History

Evergreen Wealth Solutions’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 Q4	–	Sell	-14,109	Closed	-$229K	–	227
2025 Q3	$229K	Sell	14,109 -1,385	-9%	-$28.3K	0.13%	110
2025 Q2	$324K	Sell	15,494 -1,275	-8%	-$29K	0.2%	84
2025 Q1	$402K	Buy	16,769 +432	+3%	+$9.56K	0.27%	68
2024 Q4	$349K	Sell	16,337 -412	-2%	-$9.34K	0.24%	70
2024 Q3	$387K	Sell	16,749 -2,204	-12%	-$45.7K	0.26%	74
2024 Q2	$345K	Buy	+18,953	New	+$367K	0.24%	82

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Wealth Solutions's KVUE Position: Q4 2025 in Review

Evergreen Wealth Solutions sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 14,109 shares — an estimated $229K sold.

Evergreen Wealth Solutions first reported a position in KVUE in Q2 2024 and held it in 6 quarters. The position peaked at $402K in Q1 2025. 1,046 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Evergreen Wealth Solutions reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Evergreen Wealth Solutions sold 14,109 Kenvue shares in Q4 2025, an estimated $229K.
Evergreen Wealth Solutions first reported a position in Kenvue in Q2 2024 and held it in 6 quarters.
Evergreen Wealth Solutions's Kenvue position peaked at $402K in Q1 2025.
1,046 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2025, filed 18 Feb 2026.