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Premier Path Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Premier Path Wealth Partners’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,483
Closed -$211K – 394
2025
Q1 		$211K Sell
1,483
-253
-15% -$34.1K 0.03% 356
2024
Q4 		$227K Buy
+1,736
New +$237K 0.03% 345

Other funds holding KMB

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Premier Path Wealth Partners's KMB Position: Q2 2025 in Review

Premier Path Wealth Partners sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,483 shares — an estimated $211K sold.

Premier Path Wealth Partners first reported a position in KMB in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q4 2024. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Premier Path Wealth Partners reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 1,483 Kimberly-Clark shares in Q2 2025, an estimated $211K.
  • Premier Path Wealth Partners first reported a position in Kimberly-Clark in Q4 2024 and held it in 2 quarters.
  • Premier Path Wealth Partners's Kimberly-Clark position peaked at $227K in Q4 2024.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Premier Path Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.