Wellspring Financial Advisors’s Kenvue KVUE Stock Holding History

Wellspring 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
2025 Q4	–	Sell	-12,615	Closed	-$205K	–	282
2025 Q3	$205K	Sell	12,615 -20	-0.2%	-$408	0.02%	158
2025 Q2	$264K	Buy	+12,635	New	+$287K	0.03%	120
2024 Q4	–	Sell	-9,187	Closed	-$212K	–	164
2024 Q3	$212K	Buy	+9,187	New	+$190K	0.03%	148

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 $3.37T AUM 44.26% 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

Wellspring Financial Advisors's KVUE Position: Q4 2025 in Review

Wellspring Financial Advisors sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 12,615 shares — an estimated $205K sold.

Wellspring Financial Advisors first reported a position in KVUE in Q3 2024 and held it in 3 quarters. The position peaked at $264K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Wellspring Financial Advisors reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Wellspring Financial Advisors sold 12,615 Kenvue shares in Q4 2025, an estimated $205K.
Wellspring Financial Advisors first reported a position in Kenvue in Q3 2024 and held it in 3 quarters.
Wellspring Financial Advisors's Kenvue position peaked at $264K in Q2 2025.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Wellspring Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.