KVUE β€” KENVUE INC

Ownership history in Keudell/Morrison Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported KENVUE INC (KVUE) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.08% in 2024 Q1. The latest visible filing shows KVUE at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KVUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keudell/Morrison Wealth Management's position in KENVUE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

KVUE was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Keudell/Morrison Wealth Management held KVUE β€” position size vs. price
% of Fund (quarterly)    KVUE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 9,901 +322 +3.4% 0.05% $207K 2025-07-22 $21.92
2025 Q1 REDUCED 9,579 -1,128 -10.5% 0.05% $230K 2025-04-23 $21.99
2024 Q4 REDUCED 10,707 -1,081 -9.2% 0.06% $229K 2025-01-23 $19.70
2024 Q3 REDUCED 11,788 -845 -6.7% 0.07% $273K 2024-10-31 $21.58
2024 Q2 REDUCED 12,633 -169 -1.3% 0.07% $230K 2024-07-16 $17.01
2024 Q1 ADDED 12,802 +2,225 +21.0% 0.08% $275K 2024-05-07 $18.72
2023 Q4 INITIATED 10,577 β€” β€” 0.08% $228K 2024-02-14 $17.61

FAQ About Keudell/Morrison Wealth Management and KVUE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Keudell/Morrison Wealth Management reported owning KVUE?

Keudell/Morrison Wealth Management reported KVUE across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported KVUE position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for KVUE was 0.08% in 2024 Q1.

What is the latest reported KVUE position on this page?

The most recent filing on this page is 2025 Q2, when Keudell/Morrison Wealth Management reported 9,901 shares, equal to 0.05% of portfolio, with an estimated market value of $207K.

What does the chart on this KVUE ownership page compare?

The chart compares Keudell/Morrison Wealth Management's quarterly KVUE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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