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Sonoma Private Wealth’s Kenvue KVUE Stock Holding History

Sonoma Private Wealth’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
2024
Q4 		– Sell
-15,674
Closed -$363K – 87
2024
Q3 		$363K Sell
15,674
-525
-3% -$10.9K 0.56% 66
2024
Q2 		$294K Sell
16,199
-464
-3% -$8.99K 0.48% 67
2024
Q1 		$358K Buy
16,663
+1,822
+12% +$37K 0.58% 64
2023
Q4 		$320K Buy
+14,841
New +$297K 0.53% 62

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sonoma Private Wealth's KVUE Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Kenvue (KVUE) in Q4 2024, closing a stake of 15,674 shares — an estimated $363K sold.

Sonoma Private Wealth first reported a position in KVUE in Q4 2023 and held it in 4 quarters. The position peaked at $363K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Kenvue position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 15,674 Kenvue shares in Q4 2024, an estimated $363K.
  • Sonoma Private Wealth first reported a position in Kenvue in Q4 2023 and held it in 4 quarters.
  • Sonoma Private Wealth's Kenvue position peaked at $363K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.