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Northwest Financial Advisors’s Kenvue KVUE Stock Holding History

Northwest Financial 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
Q2 		– Sell
-9,170
Closed -$220K – 107
2025
Q1 		$220K Buy
+9,170
New +$203K 0.18% 110
2024
Q4 		– Sell
-9,014
Closed -$208K – 347
2024
Q3 		$208K Buy
+9,014
New +$187K 0.17% 95
2024
Q1 		– Sell
-8,749
Closed -$188K – 323
2023
Q4 		$188K Buy
+8,749
New +$175K 0.16% 90

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwest Financial Advisors's KVUE Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Kenvue (KVUE) in Q2 2025, closing a stake of 9,170 shares — an estimated $220K sold.

Northwest Financial Advisors first reported a position in KVUE in Q4 2023 and held it in 3 quarters. The position peaked at $220K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Kenvue position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 9,170 Kenvue shares in Q2 2025, an estimated $220K.
  • Northwest Financial Advisors first reported a position in Kenvue in Q4 2023 and held it in 3 quarters.
  • Northwest Financial Advisors's Kenvue position peaked at $220K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.