Wills Financial Group’s Kenvue KVUE Stock Holding History

Wills Financial Group’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	-290,081	Closed	-$4.71M	–	76
2025 Q3	$4.71M	Sell	290,081 -1,388	-0.5%	-$28.3K	1.93%	19
2025 Q2	$6.1M	Buy	291,469 +2,248	+0.8%	+$51.1K	2.65%	12
2025 Q1	$6.94M	Buy	289,221 +8,615	+3%	+$191K	3.08%	10
2024 Q4	$5.99M	Buy	280,606 +38,340	+16%	+$869K	2.59%	11
2024 Q3	$5.6M	Buy	242,266 +4,808	+2%	+$99.6K	2.35%	14
2024 Q2	$4.32M	Buy	237,458 +21,096	+10%	+$409K	1.99%	18
2024 Q1	$4.64M	Buy	216,362 +27,851	+15%	+$565K	2.19%	18
2023 Q4	$4.06M	Buy	188,511 +79,518	+73%	+$1.59M	2.05%	19
2023 Q3	$2.19M	Buy	+108,993	New	+$2.52M	1.18%	26

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wills Financial Group's KVUE Position: Q4 2025 in Review

Wills Financial Group sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 290,081 shares — an estimated $4.71M sold.

Wills Financial Group first reported a position in KVUE in Q3 2023 and held it in 9 quarters. The position peaked at $6.94M in Q1 2025. 1,046 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Wills Financial Group reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Wills Financial Group sold 290,081 Kenvue shares in Q4 2025, an estimated $4.71M.
Wills Financial Group first reported a position in Kenvue in Q3 2023 and held it in 9 quarters.
Wills Financial Group's Kenvue position peaked at $6.94M in Q1 2025.
1,046 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

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