Plan A Wealth’s Kenvue KVUE Stock Holding History

Plan A Wealth’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	-23,430	Closed	-$380K	–	183
2025 Q3	$380K	Buy	23,430 +2,705	+13%	+$55.2K	0.19%	98
2025 Q2	$434K	Buy	20,725 +10,267	+98%	+$234K	0.25%	78
2025 Q1	$251K	Buy	+10,458	New	+$232K	0.19%	89

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plan A Wealth's KVUE Position: Q4 2025 in Review

Plan A Wealth sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 23,430 shares — an estimated $380K sold.

Plan A Wealth first reported a position in KVUE in Q1 2025 and held it in 3 quarters. The position peaked at $434K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Plan A Wealth reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Plan A Wealth sold 23,430 Kenvue shares in Q4 2025, an estimated $380K.
Plan A Wealth first reported a position in Kenvue in Q1 2025 and held it in 3 quarters.
Plan A Wealth's Kenvue position peaked at $434K in Q2 2025.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.