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Unique Wealth Strategies’s Kimberly-Clark KMB Stock Holding History

Unique Wealth Strategies’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,021
Closed -$572K – 222
2025
Q1 		$572K Buy
4,021
+234
+6% +$31.5K 0.26% 96
2024
Q4 		$496K Buy
3,787
+395
+12% +$53.9K 0.22% 143
2024
Q3 		$483K Buy
3,392
+3,377
+22,513% +$479K 0.2% 143
2024
Q2 		$1.94K Buy
+15
New +$2K ﹤0.01% 492

Other funds holding KMB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Unique Wealth Strategies's KMB Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 4,021 shares — an estimated $572K sold.

Unique Wealth Strategies first reported a position in KMB in Q2 2024 and held it in 4 quarters. The position peaked at $572K in Q1 2025. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Unique Wealth Strategies reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,021 Kimberly-Clark shares in Q2 2025, an estimated $572K.
  • Unique Wealth Strategies first reported a position in Kimberly-Clark in Q2 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's Kimberly-Clark position peaked at $572K in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.