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

Heartwood 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 		$1.76M Buy
16,079
+13,863
+626% +$1.37M 0.14% 76
2026
Q1 		$214K Buy
2,216
+16
+0.7% +$1.64K 0.02% 219
2025
Q4 		$222K Buy
2,200
+693
+46% +$75.8K 0.02% 196
2025
Q3 		$187K Buy
+1,507
New +$195K 0.02% 201
2025
Q2 		– Sell
-1,532
Closed -$218K – 186
2025
Q1 		$218K Buy
1,532
+3
+0.2% +$404 0.02% 169
2024
Q4 		$200K Buy
1,529
+11
+0.7% +$1.5K 0.02% 170
2024
Q3 		$216K Sell
1,518
-334
-18% -$47.4K 0.02% 167
2024
Q2 		$256K Hold
1,852
– – 0.03% 145
2024
Q1 		$240K Hold
1,852
– – 0.03% 139
2023
Q4 		$225K Hold
1,852
– – 0.03% 129
2023
Q3 		$224K Buy
1,852
+350
+23% +$45.2K 0.03% 123
2023
Q2 		$207K Hold
1,502
– – 0.03% 132
2023
Q1 		$202K Hold
1,502
– – 0.03% 131
2022
Q4 		$204K Buy
+1,502
New +$191K 0.03% 121
2022
Q3 		– Sell
-1,522
Closed -$206K – 118
2022
Q2 		$206K Sell
1,522
-520
-25% -$68.5K 0.03% 112
2022
Q1 		$251K Buy
+2,042
New +$269K 0.04% 103

Other funds holding KMB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Kimberly-Clark (KMB) stake by 626% in Q2 2026, buying an estimated $1.37M and bringing the position to 16,079 shares worth $1.76M. The position accounts for 0.14% of the portfolio, ranked #76.

Heartwood Wealth Advisors first reported a position in KMB in Q1 2022 and has held it in 16 quarters since. 802 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Heartwood Wealth Advisors held 16,079 shares of Kimberly-Clark worth $1.76M as of Q2 2026.
  • Heartwood Wealth Advisors bought 13,863 Kimberly-Clark shares in Q2 2026, an estimated $1.37M.
  • Kimberly-Clark made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Heartwood Wealth Advisors first reported a position in Kimberly-Clark in Q1 2022 and has held it in 16 quarters since.
  • 802 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.