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Holos Integrated Wealth’s Kimberly-Clark KMB Stock Holding History

Holos Integrated Wealth’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 		$89.3K Hold
778
– – 0.04% 127
2026
Q1 		$72.4K Hold
778
– – 0.04% 135
2025
Q4 		$78.9K Hold
778
– – 0.04% 102
2025
Q3 		$93K Hold
778
– – 0.05% 90
2025
Q2 		$106K Hold
778
– – 0.06% 83
2025
Q1 		$111K Hold
778
– – 0.07% 79
2024
Q4 		$102K Buy
+778
New +$106K 0.07% 78

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holos Integrated Wealth's KMB Position: Q2 2026 in Review

Holos Integrated Wealth held its Kimberly-Clark (KMB) position steady in Q2 2026 at 778 shares worth $89.3K. The position accounts for 0.04% of the portfolio, ranked #127.

Holos Integrated Wealth first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Holos Integrated Wealth held 778 shares of Kimberly-Clark worth $89.3K as of Q2 2026.
  • Holos Integrated Wealth left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up 0.04% of Holos Integrated Wealth's portfolio in Q2 2026, its #127 holding.
  • Holos Integrated Wealth first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Kimberly-Clark position peaked at $111K in Q1 2025.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.