Position in KVUE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,834
-$6,458 QoQ
Shares Held
96
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#941
of 1,000 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,234,599 across 7 Household & Personal Products names. KVUE ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,625 | $678,210 | |
| 2 | EL |
Estee Lauder Companies Inc
|
4,734 | $373,749 | |
| 3 | CL |
Colgate Palmolive Co
|
1,793 | $164,382 | |
| 4 | UL |
Unilever PLC
|
201 | $12,084 | |
| 5 | KMB |
Kimberly Clark Corp
|
24 | $2,634 | |
| 6 | KVUE |
Kenvue Inc.
This page
|
96 | $1,834 | |
| 7 | NWL |
Newell Brands Inc.
|
278 | $1,706 |
All Filings in KVUE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,834 | 96 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,292 | 481 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $8,297 | 481 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,806 | 481 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,067 | 481 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,534 | 481 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,269 | 481 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,125 | 481 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,744 | 481 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $12,253 | 571 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $12,272 | 570 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,425 | 569 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||