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Alley Investment Management Company’s Kenvue KVUE Stock Holding History

Alley Investment Management Company’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-140,947
Closed -$2.43M – 88
2025
Q4 		$2.43M Sell
140,947
-7,855
-5% -$128K 0.28% 61
2025
Q3 		$2.42M Sell
148,802
-123,556
-45% -$2.52M 0.28% 62
2025
Q2 		$5.7M Buy
272,358
+8,789
+3% +$200K 0.69% 51
2025
Q1 		$6.32M Buy
263,569
+8,988
+4% +$199K 0.79% 49
2024
Q4 		$5.44M Buy
+254,581
New +$5.77M 0.69% 51

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Alley Investment Management Company's KVUE Position: Q1 2026 in Review

Alley Investment Management Company sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 140,947 shares — an estimated $2.43M sold.

Alley Investment Management Company first reported a position in KVUE in Q4 2024 and held it in 5 quarters. The position peaked at $6.32M in Q1 2025. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Alley Investment Management Company reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Alley Investment Management Company sold 140,947 Kenvue shares in Q1 2026, an estimated $2.43M.
  • Alley Investment Management Company first reported a position in Kenvue in Q4 2024 and held it in 5 quarters.
  • Alley Investment Management Company's Kenvue position peaked at $6.32M in Q1 2025.
  • 1,016 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Alley Investment Management Company's 13F filing for Q1 2026, filed 24 Apr 2026.