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Opal Wealth Advisors’s Kenvue KVUE Stock Holding History

Opal 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
Q2 		– Sell
-903
Closed -$21.7K – 582
2025
Q1 		$21.7K Buy
+903
New +$20K 0.01% 511
2024
Q3 		– Sell
-764
Closed -$13.9K – 725
2024
Q2 		$13.9K Buy
+764
New +$14.8K ﹤0.01% 594

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

Opal Wealth Advisors's KVUE Position: Q2 2025 in Review

Opal Wealth Advisors sold out of Kenvue (KVUE) in Q2 2025, closing a stake of 903 shares — an estimated $21.7K sold.

Opal Wealth Advisors first reported a position in KVUE in Q2 2024 and held it in 2 quarters. The position peaked at $21.7K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Opal Wealth Advisors reported no remaining Kenvue position as of Q2 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 903 Kenvue shares in Q2 2025, an estimated $21.7K.
  • Opal Wealth Advisors first reported a position in Kenvue in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Kenvue position peaked at $21.7K in Q1 2025.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Opal Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.