TWM
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Tradition Wealth Management’s Kenvue KVUE Stock Holding History

Tradition Wealth Management’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
Q3 		– Sell
-11,925
Closed -$250K – 502
2025
Q2 		$250K Sell
11,925
-1,118
-9% -$25.4K 0.02% 392
2025
Q1 		$313K Buy
13,043
+93
+0.7% +$2.06K 0.03% 326
2024
Q4 		$276K Sell
12,950
-1,880
-13% -$42.6K 0.02% 335
2024
Q3 		$343K Sell
14,830
-2,471
-14% -$51.2K 0.03% 302
2024
Q2 		$315K Sell
17,301
-6,023
-26% -$117K 0.03% 305
2024
Q1 		$501K Buy
23,324
+2,046
+10% +$41.5K 0.05% 220
2023
Q4 		$458K Buy
21,278
+575
+3% +$11.5K 0.05% 209
2023
Q3 		$416K Buy
+20,703
New +$479K 0.05% 205

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return