Sound Financial Strategies Group’s Kenvue KVUE Stock Holding History

Sound Financial Strategies Group’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	-33,936	Closed	-$551K	–	116
2025 Q3	$551K	Buy	33,936 +1,068	+3%	+$21.8K	0.4%	86
2025 Q2	$688K	Buy	32,868 +994	+3%	+$22.6K	0.58%	72
2025 Q1	$764K	Sell	31,874 -9,508	-23%	-$211K	0.68%	38
2024 Q4	$884K	Buy	41,382 +13,864	+50%	+$314K	0.74%	22
2024 Q3	$636K	Buy	27,518 +1,697	+7%	+$35.2K	0.51%	63
2024 Q2	$469K	Buy	+25,821	New	+$500K	0.41%	69

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

Sound Financial Strategies Group's KVUE Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 33,936 shares — an estimated $551K sold.

Sound Financial Strategies Group first reported a position in KVUE in Q2 2024 and held it in 6 quarters. The position peaked at $884K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Sound Financial Strategies Group reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Sound Financial Strategies Group sold 33,936 Kenvue shares in Q4 2025, an estimated $551K.
Sound Financial Strategies Group first reported a position in Kenvue in Q2 2024 and held it in 6 quarters.
Sound Financial Strategies Group's Kenvue position peaked at $884K in Q4 2024.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.