Heartwood Wealth Advisors’s Kenvue KVUE Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-30	Closed	-$487	–	419
2025 Q3	$487	Buy	+30	New	+$612	﹤0.01%	601

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

PCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heartwood Wealth Advisors's KVUE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 30 shares — an estimated $487 sold.

Heartwood Wealth Advisors first reported a position in KVUE in Q3 2025 and held it in 1 quarter. The position peaked at $487 in Q3 2025. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 30 Kenvue shares in Q4 2025, an estimated $487.
Heartwood Wealth Advisors first reported a position in Kenvue in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Kenvue position peaked at $487 in Q3 2025.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.