EverSource Wealth Advisors’s Kenvue KVUE Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$234K	Sell	12,251 -11,994	-49%	-$211K	0.01%	928
2026 Q1	$418K	Buy	24,245 +11,788	+95%	+$210K	0.01%	681
2025 Q4	$215K	Buy	12,457 +306	+3%	+$5K	0.01%	914
2025 Q3	$197K	Buy	12,151 +2,575	+27%	+$52.6K	0.01%	915
2025 Q2	$200K	Buy	9,576 +2,321	+32%	+$52.8K	0.01%	859
2025 Q1	$174K	Buy	7,255 +2,233	+44%	+$49.4K	0.01%	709
2024 Q4	$107K	Buy	5,022 +249	+5%	+$5.65K	0.01%	881
2024 Q3	$110K	Buy	4,773 +555	+13%	+$11.5K	0.01%	765
2024 Q2	$78K	Buy	4,218 +63	+2%	+$1.22K	0.01%	901
2024 Q1	$78.2K	Buy	4,155 +1,829	+79%	+$37.1K	0.01%	803
2023 Q4	$50.1K	Buy	2,326 +954	+70%	+$19.1K	﹤0.01%	898
2023 Q3	$27.5K	Buy	+1,372	New	+$31.8K	﹤0.01%	1015

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Kenvue (KVUE) stake by 49% in Q2 2026, selling an estimated $211K and leaving 12,251 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #928.

EverSource Wealth Advisors first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $418K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

EverSource Wealth Advisors held 12,251 shares of Kenvue worth $234K as of Q2 2026.
EverSource Wealth Advisors sold 11,994 Kenvue shares in Q2 2026, an estimated $211K.
Kenvue made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #928 holding.
EverSource Wealth Advisors first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Kenvue position peaked at $418K in Q1 2026.
1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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