EW
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Evoke Wealth’s Kenvue KVUE Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-15,993
Closed -$335K – 672
2025
Q2 		$335K Buy
15,993
+351
+2% +$7.98K 0.01% 432
2025
Q1 		$375K Sell
15,642
-3,221
-17% -$71.3K 0.01% 317
2024
Q4 		$403K Sell
18,863
-12,329
-40% -$280K 0.01% 301
2024
Q3 		$721K Buy
+31,192
New +$646K 0.02% 213
2024
Q2 		– Sell
-30,802
Closed -$661K – 257
2024
Q1 		$661K Buy
+30,802
New +$625K 0.02% 212
2023
Q4 		– Sell
-29,112
Closed -$585K – 227
2023
Q3 		$585K Buy
+29,112
New +$674K 0.02% 220

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return