Position in KVUE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,357,615
+$339,127 QoQ
Shares Held
123,372
+5.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 1,003 holders
Holding Since
Sep 2023
12 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, 2026AE Wealth Management LLC holds $177,607,667 across 11 Household & Personal Products names. KVUE ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
551,542 | $80,878,077 | |
| 2 | KMB |
Kimberly Clark Corp
|
564,452 | $61,959,860 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
260,334 | $25,221,130 | |
| 4 | CL |
Colgate Palmolive Co
|
41,172 | $3,774,629 | |
| 5 | KVUE |
Kenvue Inc.
This page
|
123,372 | $2,357,615 | |
| 6 | CLX |
Clorox Co /De/
|
10,830 | $1,033,610 | |
| 7 | UL |
Unilever PLC
|
15,852 | $953,018 | |
| 8 | ACU |
Acme United Corp
|
17,419 | $831,234 |
All Filings in KVUE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,615 | 123,372 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,018,488 | 117,083 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $811,705 | 47,056 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $290,653 | 17,909 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $490,339 | 23,428 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $380,246 | 15,857 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $287,366 | 13,460 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $319,653 | 13,820 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $277,406 | 15,259 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $253,355 | 11,806 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,831,887 | 177,979 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $619,387 | 30,846 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||