Integrated Wealth Concepts’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$616K Buy
35,706
+22,110
+163% +$394K ﹤0.01% 1417
2025
Q4
$235K Sell
13,596
-1,581
-10% -$25.8K ﹤0.01% 1440
2025
Q3
$246K Sell
15,177
-11,730
-44% -$239K ﹤0.01% 1746
2025
Q2
$563K Sell
26,907
-8,471
-24% -$193K 0.01% 1204
2025
Q1
$848K Buy
35,378
+200
+0.6% +$4.43K 0.01% 899
2024
Q4
$751K Buy
35,178
+156
+0.4% +$3.54K 0.01% 949
2024
Q3
$810K Buy
35,022
+3,962
+13% +$82.1K 0.01% 886
2024
Q2
$565K Buy
31,060
+9,820
+46% +$190K 0.01% 993
2024
Q1
$456K Buy
21,240
+2,295
+12% +$46.6K 0.01% 1091
2023
Q4
$408K Sell
18,945
-3,401
-15% -$68.1K 0.01% 1093
2023
Q3
$449K Buy
+22,346
New +$517K 0.01% 1024

Other funds holding KVUE

Integrated Wealth Concepts's KVUE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Kenvue (KVUE) stake by 163% in Q1 2026, buying an estimated $394K and bringing the position to 35,706 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Integrated Wealth Concepts first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $848K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Integrated Wealth Concepts held 35,706 shares of Kenvue worth $616K as of Q1 2026.
  • Integrated Wealth Concepts bought 22,110 Kenvue shares in Q1 2026, an estimated $394K.
  • Kenvue made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1417 holding.
  • Integrated Wealth Concepts first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Kenvue position peaked at $848K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.