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Kingswood Wealth Advisors’s Kenvue KVUE Stock Holding History

Kingswood 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
2026
Q1 		– Sell
-12,714
Closed -$219K – 952
2025
Q4 		$219K Sell
12,714
-6,137
-33% -$100K 0.01% 788
2025
Q3 		$306K Buy
18,851
+2,246
+14% +$45.8K 0.02% 622
2025
Q2 		$348K Sell
16,605
-633
-4% -$14.4K 0.03% 521
2025
Q1 		$413K Buy
+17,238
New +$382K 0.04% 447
2024
Q4 		– Sell
-16,258
Closed -$376K – 859
2024
Q3 		$376K Sell
16,258
-313
-2% -$6.49K 0.03% 526
2024
Q2 		$301K Sell
16,571
-4,281
-21% -$82.9K 0.03% 518
2024
Q1 		$447K Sell
20,852
-22,846
-52% -$464K 0.05% 376
2023
Q4 		$941K Buy
43,698
+32,995
+308% +$660K 0.11% 204
2023
Q3 		$215K Buy
+10,703
New +$248K 0.04% 381

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kingswood Wealth Advisors's KVUE Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 12,714 shares — an estimated $219K sold.

Kingswood Wealth Advisors first reported a position in KVUE in Q3 2023 and held it in 9 quarters. The position peaked at $941K in Q4 2023. 1,017 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,714 Kenvue shares in Q1 2026, an estimated $219K.
  • Kingswood Wealth Advisors first reported a position in Kenvue in Q3 2023 and held it in 9 quarters.
  • Kingswood Wealth Advisors's Kenvue position peaked at $941K in Q4 2023.
  • 1,017 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.