Position in KVUE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,342,331
+$229,242 QoQ
Shares Held
122,571
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#372
of 1,001 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,065,469 across 11 Household & Personal Products names. KVUE ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KVUE |
Kenvue Inc.
This page
|
122,571 | $2,342,331 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
7,592 | $1,113,290 | |
| 3 | CL |
Colgate Palmolive Co
|
1,849 | $169,516 | |
| 4 | ODD |
Oddity Tech Ltd
|
8,111 | $122,719 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
1,164 | $112,768 | |
| 6 | KMB |
Kimberly Clark Corp
|
820 | $90,011 | |
| 7 | UL |
Unilever PLC
|
1,417 | $85,190 | |
| 8 | EL |
Estee Lauder Companies Inc
|
208 | $16,421 |
All Filings in KVUE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,342,331 | 122,571 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,113,089 | 122,569 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,093,201 | 63,374 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||