Keudell/Morrison Wealth Management KVUE — KENVUE INC

Ownership history in Keudell/Morrison Wealth Management  ·  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.

KVUE stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held KVUE — position size vs. price
% of Fund (quarterly)    KVUE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing 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 10.5% -12.0% ✅ 9,579 -1,128 -10.5% 0.05% $230K 2025-04-23 $21.99
2024 Q4 REDUCED 9.2% +13.4% ❌ 10,707 -1,081 -9.2% 0.06% $229K 2025-01-23 $19.70
2024 Q3 REDUCED 6.7% -7.6% ✅ 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 — — 0.08% $228K 2024-02-14 $17.61

🏢 Other funds also holding KVUE

As of 2026 Q1 — sorted by position size

ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 3.02% Kennon-Green & Company, LLC 3Y 3.0% OAK FAMILY ADVISORS, LLC 3Y 2.29% HF Advisory Group, LLC 3Y 1.41% BUTENSKY & COHEN FINANCIAL SECURITY, INC 3Y 7Y 1.04% FNY Investment Advisers, LLC 3Y 7Y 0.87% WEALTH EFFECTS LLC 3Y 0.87% CWC Advisors, LLC. 3Y 7Y 0.86% Vest Financial, LLC 3Y 0.62% VIKING FUND MANAGEMENT LLC 3Y 7Y 0.53%

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.

How well did Keudell/Morrison Wealth Management time their KVUE position?

Based on 13F filing dates vs. subsequent KVUE price moves, Keudell/Morrison Wealth Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on KVUE relative to SPY over the holding period was -2.2%.

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