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Sax Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Sax Wealth Advisors’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
2026
Q2 		$276K Buy
+2,864
New +$284K 0.01% 463

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sax Wealth Advisors's KMB Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Kimberly-Clark (KMB) in Q2 2026: 2,864 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings.

361 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Sax Wealth Advisors held 2,864 shares of Kimberly-Clark worth $276K as of Q2 2026.
  • Kimberly-Clark was a new Sax Wealth Advisors position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #463 holding.
  • 361 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.