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Soltis Investment Advisors’s Kenvue KVUE Stock Holding History

Soltis 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
Q2 		– Sell
-85,871
Closed -$2.06M – 403
2025
Q1 		$2.06M Sell
85,871
-64,838
-43% -$1.44M 0.18% 119
2024
Q4 		$3.22M Sell
150,709
-1,149
-0.8% -$26.1K 0.3% 93
2024
Q3 		$3.51M Buy
151,858
+5,475
+4% +$113K 0.34% 85
2024
Q2 		$2.66M Buy
146,383
+4,802
+3% +$93K 0.28% 96
2024
Q1 		$3.04M Buy
141,581
+9,869
+7% +$200K 0.34% 92
2023
Q4 		$2.84M Sell
131,712
-19,226
-13% -$385K 0.32% 90
2023
Q3 		$3.03M Buy
+150,938
New +$3.49M 0.39% 80

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Soltis Investment Advisors's KVUE Position: Q2 2025 in Review

Soltis Investment Advisors sold out of Kenvue (KVUE) in Q2 2025, closing a stake of 85,871 shares — an estimated $2.06M sold.

Soltis Investment Advisors first reported a position in KVUE in Q3 2023 and held it in 7 quarters. The position peaked at $3.51M in Q3 2024. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Soltis Investment Advisors reported no remaining Kenvue position as of Q2 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 85,871 Kenvue shares in Q2 2025, an estimated $2.06M.
  • Soltis Investment Advisors first reported a position in Kenvue in Q3 2023 and held it in 7 quarters.
  • Soltis Investment Advisors's Kenvue position peaked at $3.51M in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Soltis Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.