Americana Partners’s Kenvue KVUE Stock Holding History

Americana Partners’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 Q2	$943K	Buy	49,335 +1,821	+4%	+$32.1K	0.02%	327
2026 Q1	$819K	Sell	47,514 -36,551	-43%	-$651K	0.02%	302
2025 Q4	$1.45M	Sell	84,065 -10,700	-11%	-$175K	0.04%	240
2025 Q3	$1.54M	Buy	94,765 +2,517	+3%	+$51.4K	0.05%	218
2025 Q2	$1.93M	Sell	92,248 -10,373	-10%	-$236K	0.07%	202
2025 Q1	$2.46M	Buy	102,621 +3,088	+3%	+$68.4K	0.1%	158
2024 Q4	$2.13M	Sell	99,533 -4,397	-4%	-$99.7K	0.09%	176
2024 Q3	$2.4M	Sell	103,930 -139	-0.1%	-$2.88K	0.16%	128
2024 Q2	$1.89M	Buy	104,069 +24,080	+30%	+$467K	0.15%	136
2024 Q1	$1.72M	Sell	79,989 -3,408	-4%	-$69.2K	0.14%	144
2023 Q4	$1.65M	Buy	83,397 +34,694	+71%	+$694K	0.16%	128
2023 Q3	$777K	Buy	+48,703	New	+$1.13M	0.08%	172

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Americana Partners's KVUE Position: Q2 2026 in Review

Americana Partners increased its Kenvue (KVUE) stake by 3.8% in Q2 2026, buying an estimated $32.1K and bringing the position to 49,335 shares worth $943K. The position accounts for 0.02% of the portfolio, ranked #327.

Americana Partners first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.46M in Q1 2025. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Americana Partners held 49,335 shares of Kenvue worth $943K as of Q2 2026.
Americana Partners bought 1,821 Kenvue shares in Q2 2026, an estimated $32.1K.
Kenvue made up 0.02% of Americana Partners's portfolio in Q2 2026, its #327 holding.
Americana Partners first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Americana Partners's Kenvue position peaked at $2.46M in Q1 2025.
1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.