Position in KVUE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$481,742
-$31,611 QoQ
Shares Held
25,209
-15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
of 1,000 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $13,768,219 across 6 Household & Personal Products names. KVUE ranks #6 (3.5% of the industry book) .
All Filings in KVUE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,742 | 25,209 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $513,353 | 29,777 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $417,604 | 24,209 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $220,676 | 13,597 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $266,541 | 12,735 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $327,781 | 13,669 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $228,315 | 10,694 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $250,588 | 10,834 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||