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Williams Jones Wealth Management’s Kenvue KVUE Stock Holding History

Williams Jones 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
Q4 		– Sell
-16,246
Closed -$264K – 529
2025
Q3 		$264K Hold
16,246
– – ﹤0.01% 433
2025
Q2 		$340K Sell
16,246
-1,127
-6% -$25.6K ﹤0.01% 400
2025
Q1 		$417K Sell
17,373
-2,153
-11% -$47.7K 0.01% 363
2024
Q4 		$417K Sell
19,526
-12
-0.1% -$272 0.01% 371
2024
Q3 		$452K Sell
19,538
-1,988
-9% -$41.2K 0.01% 374
2024
Q2 		$391K Sell
21,526
-763
-3% -$14.8K ﹤0.01% 375
2024
Q1 		$478K Sell
22,289
-3,919
-15% -$79.6K 0.01% 361
2023
Q4 		$564K Sell
26,208
-738
-3% -$14.8K 0.01% 325
2023
Q3 		$541K Buy
+26,946
New +$624K 0.01% 324

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
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
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
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Williams Jones Wealth Management's KVUE Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 16,246 shares — an estimated $264K sold.

Williams Jones Wealth Management first reported a position in KVUE in Q3 2023 and held it in 9 quarters. The position peaked at $564K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 16,246 Kenvue shares in Q4 2025, an estimated $264K.
  • Williams Jones Wealth Management first reported a position in Kenvue in Q3 2023 and held it in 9 quarters.
  • Williams Jones Wealth Management's Kenvue position peaked at $564K in Q4 2023.
  • 1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.