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Heritage Oak Wealth Advisors’s Kenvue KVUE Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-16,229
Closed -$375K – 134
2024
Q3 		$375K Buy
+16,229
New +$336K 0.17% 87

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Oak Wealth Advisors's KVUE Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Kenvue (KVUE) in Q4 2024, closing a stake of 16,229 shares — an estimated $375K sold.

Heritage Oak Wealth Advisors first reported a position in KVUE in Q3 2024 and held it in 1 quarter. The position peaked at $375K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Kenvue position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 16,229 Kenvue shares in Q4 2024, an estimated $375K.
  • Heritage Oak Wealth Advisors first reported a position in Kenvue in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Kenvue position peaked at $375K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.