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Marshall & Sterling Wealth Advisors’s Kenvue KVUE Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-62
Closed -$1.01K – 502
2025
Q3 		$1.01K Hold
62
– – ﹤0.01% 598
2025
Q2 		$1.3K Hold
62
– – ﹤0.01% 569
2025
Q1 		$1.49K Buy
+62
New +$1.37K ﹤0.01% 556

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
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
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KVUE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 62 shares — an estimated $1.01K sold.

Marshall & Sterling Wealth Advisors first reported a position in KVUE in Q1 2025 and held it in 3 quarters. The position peaked at $1.49K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 62 Kenvue shares in Q4 2025, an estimated $1.01K.
  • Marshall & Sterling Wealth Advisors first reported a position in Kenvue in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Kenvue position peaked at $1.49K in Q1 2025.
  • 1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.