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Evermay Wealth Management’s Kenvue KVUE Stock Holding History

Evermay 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
Q2 		– Sell
-1,000
Closed -$24K – 590
2025
Q1 		$24K Sell
1,000
-1,000
-50% -$22.1K ﹤0.01% 375
2024
Q4 		$42.7K Hold
2,000
– – 0.01% 333
2024
Q3 		$46.3K Hold
2,000
– – 0.01% 346
2024
Q2 		$36.4K Hold
2,000
– – 0.01% 366
2024
Q1 		$42.9K Sell
2,000
-17
-0.8% -$345 0.01% 364
2023
Q4 		$43.4K Buy
2,017
+517
+34% +$10.3K 0.01% 338
2023
Q3 		$30.1K Buy
+1,500
New +$34.7K 0.01% 345

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evermay Wealth Management's KVUE Position: Q2 2025 in Review

Evermay Wealth Management sold out of Kenvue (KVUE) in Q2 2025, closing a stake of 1,000 shares — an estimated $24K sold.

Evermay Wealth Management first reported a position in KVUE in Q3 2023 and held it in 7 quarters. The position peaked at $46.3K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Evermay Wealth Management reported no remaining Kenvue position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 1,000 Kenvue shares in Q2 2025, an estimated $24K.
  • Evermay Wealth Management first reported a position in Kenvue in Q3 2023 and held it in 7 quarters.
  • Evermay Wealth Management's Kenvue position peaked at $46.3K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.