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Schechter Investment Advisors’s Kenvue KVUE Stock Holding History

Schechter Investment 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 		$713K Sell
29,727
-419
-1% -$9.28K 0.06% 288
2024
Q4 		$644K Buy
30,146
+6,809
+29% +$154K 0.05% 331
2024
Q3 		$540K Buy
23,337
+3,453
+17% +$71.5K 0.04% 383
2024
Q2 		$361K Sell
19,884
-399
-2% -$7.73K 0.03% 438
2024
Q1 		$435K Buy
20,283
+4,536
+29% +$92.1K 0.03% 409
2023
Q4 		$339K Buy
15,747
+5,564
+55% +$111K 0.03% 437
2023
Q3 		$204K Buy
+10,183
New +$236K 0.02% 546

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

Schechter Investment Advisors's KVUE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Kenvue (KVUE) stake by 1.4% in Q1 2025, selling an estimated $9.28K and leaving 29,727 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #288.

Schechter Investment Advisors first reported a position in KVUE in Q3 2023 and has held it in 7 quarters since. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

  • Schechter Investment Advisors held 29,727 shares of Kenvue worth $713K as of Q1 2025.
  • Schechter Investment Advisors sold 419 Kenvue shares in Q1 2025, an estimated $9.28K.
  • Kenvue made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #288 holding.
  • Schechter Investment Advisors first reported a position in Kenvue in Q3 2023 and has held it in 7 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.