Allianz Asset Management
KVUE icon

Allianz Asset Management’s Kenvue KVUE Stock Holding History

Allianz Asset Management’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
2025
Q2 		– Sell
-37,900
Closed -$909K – 2169
2025
Q1 		$909K Buy
37,900
+35,700
+1,623% +$790K ﹤0.01% 1704
2024
Q4 		$47K Sell
2,200
-16,500
-88% -$374K ﹤0.01% 2165
2024
Q3 		$433K Buy
18,700
+15,400
+467% +$319K ﹤0.01% 1889
2024
Q2 		$60K Buy
+3,300
New +$63.9K ﹤0.01% 2062
2024
Q1 		– Sell
-2,800
Closed -$60.3K – 2175
2023
Q4 		$60.3K Sell
2,800
-74,400
-96% -$1.49M ﹤0.01% 2095
2023
Q3 		$1.55M Buy
+77,200
New +$1.79M ﹤0.01% 1551

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 $1.61T AUM 30.72% 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

Allianz Asset Management's KVUE Position: Q1 2026 in Review

Allianz Asset Management increased its Kenvue (KVUE) stake by 0.05% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,814,877 shares worth $31.3M. The position accounts for 0.03% of the portfolio, ranked #470.

Allianz Asset Management first reported a position in KVUE in Q3 2023 and has held it in 10 quarters since. The position peaked at $31.3M in Q4 2025. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Allianz Asset Management held 1,814,877 shares of Kenvue worth $31.3M as of Q1 2026.
  • Allianz Asset Management bought 850 Kenvue shares in Q1 2026, an estimated $15.1K.
  • Kenvue made up 0.03% of Allianz Asset Management's portfolio in Q1 2026, its #470 holding.
  • Allianz Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 10 quarters since.
  • Allianz Asset Management's Kenvue position peaked at $31.3M in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.