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Financial Advocates Investment Management’s Kenvue KVUE Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-17,558
Closed -$367K – 350
2025
Q2 		$367K Sell
17,558
-21,149
-55% -$481K 0.03% 448
2025
Q1 		$928K Buy
38,707
+594
+2% +$13.2K 0.07% 292
2024
Q4 		$814K Buy
38,113
+25,752
+208% +$584K 0.05% 346
2024
Q3 		$286K Buy
12,361
+1,298
+12% +$26.9K 0.02% 612
2024
Q2 		$201K Sell
11,063
-428
-4% -$8.29K 0.01% 673
2024
Q1 		$247K Buy
11,491
+1,880
+20% +$38.2K 0.01% 663
2023
Q4 		$207K Buy
+9,611
New +$192K 0.01% 676

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Financial Advocates Investment Management's KVUE Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Kenvue (KVUE) in Q3 2025, closing a stake of 17,558 shares — an estimated $367K sold.

Financial Advocates Investment Management first reported a position in KVUE in Q4 2023 and held it in 7 quarters. The position peaked at $928K in Q1 2025. 1,064 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Kenvue position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,558 Kenvue shares in Q3 2025, an estimated $367K.
  • Financial Advocates Investment Management first reported a position in Kenvue in Q4 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Kenvue position peaked at $928K in Q1 2025.
  • 1,064 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.