Rise Advisors’s Kenvue KVUE Stock Holding History

Rise 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 Q4	–	Sell	-1,283	Closed	-$20.8K	–	824
2025 Q3	$20.8K	Buy	1,283 +33	+3%	+$674	0.01%	548
2025 Q2	$26.2K	Buy	1,250 +9	+0.7%	+$205	0.01%	402
2025 Q1	$29.8K	Buy	1,241 +78	+7%	+$1.73K	0.01%	330
2024 Q4	$24.8K	Sell	1,163 -90	-7%	-$2.04K	0.01%	508
2024 Q3	$29K	Sell	1,253 -505	-29%	-$10.5K	0.01%	435
2024 Q2	$32K	Sell	1,758 -1,015	-37%	-$19.7K	0.02%	348
2024 Q1	$59.5K	Buy	+2,773	New	+$56.3K	0.03%	204

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 $3.38T AUM 44.17% 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

Rise Advisors's KVUE Position: Q4 2025 in Review

Rise Advisors sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 1,283 shares — an estimated $20.8K sold.

Rise Advisors first reported a position in KVUE in Q1 2024 and held it in 7 quarters. The position peaked at $59.5K in Q1 2024. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Rise Advisors reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,283 Kenvue shares in Q4 2025, an estimated $20.8K.
Rise Advisors first reported a position in Kenvue in Q1 2024 and held it in 7 quarters.
Rise Advisors's Kenvue position peaked at $59.5K in Q1 2024.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.