Position in KVUE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$272,069
-$4,891 QoQ
Shares Held
14,237
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#660
of 1,004 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $73,710,929 across 7 Household & Personal Products names. KVUE ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
427,686 | $39,210,252 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
217,039 | $31,826,598 | |
| 3 | UL |
Unilever PLC
|
17,205 | $1,034,364 | |
| 4 | CLX |
Clorox Co /De/
|
8,344 | $796,351 | |
| 5 | NUS |
Nu Skin Enterprises, Inc.
|
73,355 | $387,314 | |
| 6 | KVUE |
Kenvue Inc.
This page
|
14,237 | $272,069 | |
| 7 | MAGN |
Magnera Corp
|
15,658 | $183,981 |
All Filings in KVUE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,069 | 14,237 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $276,960 | 16,065 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $319,780 | 18,538 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $240,527 | 11,492 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||