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Pacific Capital Wealth Advisors’s Kenvue KVUE Stock Holding History

Pacific Capital 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
Q1 		– Sell
-1,283
Closed -$27.4K – 239
2024
Q4 		$27.4K Hold
1,283
– – ﹤0.01% 194
2024
Q3 		$29.7K Hold
1,283
– – 0.01% 196
2024
Q2 		$23.3K Sell
1,283
-172
-12% -$3.33K ﹤0.01% 215
2024
Q1 		$31.2K Buy
1,455
+164
+13% +$3.33K 0.01% 169
2023
Q4 		$27.8K Buy
+1,291
New +$25.8K 0.01% 174

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pacific Capital Wealth Advisors's KVUE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Kenvue (KVUE) in Q1 2025, closing a stake of 1,283 shares — an estimated $27.4K sold.

Pacific Capital Wealth Advisors first reported a position in KVUE in Q4 2023 and held it in 5 quarters. The position peaked at $31.2K in Q1 2024. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Kenvue position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 1,283 Kenvue shares in Q1 2025, an estimated $27.4K.
  • Pacific Capital Wealth Advisors first reported a position in Kenvue in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Kenvue position peaked at $31.2K in Q1 2024.
  • 1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.