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United Capital Financial Advisors’s Kenvue KVUE Stock Holding History

United Capital Financial 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
2026
Q2 		$924K Sell
48,364
-132
-0.3% -$2.33K 0.01% 827
2026
Q1 		$836K Buy
48,496
+3,882
+9% +$69.1K 0.01% 831
2025
Q4 		$770K Buy
44,614
+20,852
+88% +$341K ﹤0.01% 819
2025
Q3 		$386K Sell
23,762
-13,241
-36% -$270K ﹤0.01% 947
2025
Q2 		$774K Sell
37,003
-15,265
-29% -$347K 0.01% 666
2025
Q1 		$1.25M Sell
52,268
-1,591
-3% -$35.2K 0.01% 524
2024
Q4 		$1.15M Sell
53,859
-53
-0.1% -$1.2K 0.01% 521
2024
Q3 		$1.25M Buy
53,912
+5,198
+11% +$108K 0.01% 496
2024
Q2 		$886K Buy
48,714
+18,577
+62% +$360K 0.01% 561
2024
Q1 		$647K Sell
30,137
-5,032
-14% -$102K 0.01% 668
2023
Q4 		$757K Buy
+35,169
New +$704K 0.01% 622

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Capital Financial Advisors's KVUE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Kenvue (KVUE) stake by 0.27% in Q2 2026, selling an estimated $2.33K and leaving 48,364 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #827.

United Capital Financial Advisors first reported a position in KVUE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q1 2025. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • United Capital Financial Advisors held 48,364 shares of Kenvue worth $924K as of Q2 2026.
  • United Capital Financial Advisors sold 132 Kenvue shares in Q2 2026, an estimated $2.33K.
  • Kenvue made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #827 holding.
  • United Capital Financial Advisors first reported a position in Kenvue in Q4 2023 and has held it in 11 quarters since.
  • United Capital Financial Advisors's Kenvue position peaked at $1.25M in Q1 2025.
  • 1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.