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EverSource Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

EverSource Wealth Advisors’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$258K Sell
2,348
-107
-4% -$10.6K 0.01% 884
2026
Q1 		$237K Buy
2,455
+632
+35% +$64.7K 0.01% 960
2025
Q4 		$184K Sell
1,823
-819
-31% -$89.6K 0.01% 984
2025
Q3 		$328K Sell
2,642
-1,445
-35% -$187K 0.01% 683
2025
Q2 		$527K Buy
4,087
+245
+6% +$33.2K 0.02% 437
2025
Q1 		$546K Buy
3,842
+746
+24% +$101K 0.03% 363
2024
Q4 		$406K Buy
3,096
+123
+4% +$16.8K 0.02% 416
2024
Q3 		$423K Buy
2,973
+408
+16% +$57.8K 0.03% 363
2024
Q2 		$346K Buy
2,565
+594
+30% +$79.3K 0.02% 401
2024
Q1 		$269K Buy
1,971
+130
+7% +$16K 0.02% 409
2023
Q4 		$224K Sell
1,841
-320
-15% -$38.7K 0.02% 409
2023
Q3 		$261K Buy
2,161
+107
+5% +$13.8K 0.03% 344
2023
Q2 		$284K Buy
2,054
+16
+0.8% +$2.23K 0.03% 322
2023
Q1 		$274K Sell
2,038
-193
-9% -$25.1K 0.03% 316
2022
Q4 		$303K Buy
2,231
+731
+49% +$92.9K 0.05% 281
2022
Q3 		$169K Buy
1,500
+500
+50% +$65K 0.04% 326
2022
Q2 		$136K Buy
1,000
+380
+61% +$50.1K 0.04% 313
2022
Q1 		$76K Sell
620
-164
-21% -$21.6K 0.02% 398
2021
Q4 		$112K Buy
+784
New +$106K 0.03% 293

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's KMB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Kimberly-Clark (KMB) stake by 4.4% in Q2 2026, selling an estimated $10.6K and leaving 2,348 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #884.

EverSource Wealth Advisors first reported a position in KMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $546K in Q1 2025. 1,703 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • EverSource Wealth Advisors held 2,348 shares of Kimberly-Clark worth $258K as of Q2 2026.
  • EverSource Wealth Advisors sold 107 Kimberly-Clark shares in Q2 2026, an estimated $10.6K.
  • Kimberly-Clark made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #884 holding.
  • EverSource Wealth Advisors first reported a position in Kimberly-Clark in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Kimberly-Clark position peaked at $546K in Q1 2025.
  • 1,703 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.