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Joule Financial’s Kenvue KVUE Stock Holding History

Joule Financial’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
Q3 		– Sell
-29,075
Closed -$609K – 119
2025
Q2 		$609K Buy
29,075
+105
+0.4% +$2.39K 0.2% 60
2025
Q1 		$695K Buy
28,970
+4,496
+18% +$99.5K 0.24% 48
2024
Q4 		$523K Buy
+24,474
New +$555K 0.18% 57

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Joule Financial's KVUE Position: Q3 2025 in Review

Joule Financial sold out of Kenvue (KVUE) in Q3 2025, closing a stake of 29,075 shares — an estimated $609K sold.

Joule Financial first reported a position in KVUE in Q4 2024 and held it in 3 quarters. The position peaked at $695K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

  • Joule Financial reported no remaining Kenvue position as of Q3 2025 after selling out during the quarter.
  • Joule Financial sold 29,075 Kenvue shares in Q3 2025, an estimated $609K.
  • Joule Financial first reported a position in Kenvue in Q4 2024 and held it in 3 quarters.
  • Joule Financial's Kenvue position peaked at $695K in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Joule Financial's 13F filing for Q3 2025, filed 3 Nov 2025.