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Juncture Wealth Strategies’s Kimberly-Clark KMB Stock Holding History

Juncture Wealth Strategies’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
2015
Q4 		– Sell
-6,400
Closed -$52K – 83
2015
Q3 		$52K Buy
6,400
+6,374
+24,515% +$703K 0.04% 77
2015
Q2 		$18K Buy
+26
New +$2.83K 0.01% 80

Other funds holding KMB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Juncture Wealth Strategies's KMB Position: Q3 2025 in Review

Juncture Wealth Strategies sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 2,529 shares — an estimated $326K sold.

Juncture Wealth Strategies first reported a position in KMB in Q1 2015 and held it in 42 quarters. The position peaked at $1.09M in Q2 2016. 1,720 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Juncture Wealth Strategies reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,529 Kimberly-Clark shares in Q3 2025, an estimated $326K.
  • Juncture Wealth Strategies first reported a position in Kimberly-Clark in Q1 2015 and held it in 42 quarters.
  • Juncture Wealth Strategies's Kimberly-Clark position peaked at $1.09M in Q2 2016.
  • 1,720 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Juncture Wealth Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.