Position in KVUE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,018,488
+$1,206,783 QoQ
Shares Held
117,083
+148.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026AE Wealth Management LLC holds $117,235,378 across 10 Household & Personal Products names. KVUE ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
513,197 | $74,126,145 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
258,972 | $24,167,236 | |
| 3 | KMB |
Kimberly Clark Corp
|
109,823 | $10,594,597 | |
| 4 | CL |
Colgate Palmolive Co
|
34,590 | $2,948,082 | |
| 5 | KVUE |
Kenvue Inc.
This page
|
117,083 | $2,018,488 | |
| 6 | ACU |
Acme United Corp
|
30,415 | $1,365,937 | |
| 7 | UL |
Unilever PLC
|
15,384 | $876,420 | |
| 8 | CLX |
Clorox Co /De/
|
8,368 | $867,173 |
All Filings in KVUE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||