Wingate Wealth Advisors’s Kenvue KVUE Stock Holding History

Wingate Wealth 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 Q1	–	Sell	-298	Closed	-$6.36K	–	270
2024 Q4	$6.36K	Buy	+298	New	+$6.76K	0.01%	373

Other funds holding KVUE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wingate Wealth Advisors's KVUE Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Kenvue (KVUE) in Q1 2025, closing a stake of 298 shares — an estimated $6.36K sold.

Wingate Wealth Advisors first reported a position in KVUE in Q4 2024 and held it in 1 quarter. The position peaked at $6.36K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold KVUE as of Q1 2025.

Wingate Wealth Advisors reported no remaining Kenvue position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 298 Kenvue shares in Q1 2025, an estimated $6.36K.
Wingate Wealth Advisors first reported a position in Kenvue in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Kenvue position peaked at $6.36K in Q4 2024.
1,084 funds tracked by Wall St. Rank held Kenvue as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.