APG Asset Management
KVUE icon

APG Asset Management’s Kenvue KVUE Stock Holding History

APG 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
2026
Q2 		$22M Buy
1,316,617
+354,509
+37% +$6.25M 0.05% 263
2026
Q1 		$14.4M Sell
962,108
-35,712
-4% -$636K 0.05% 283
2025
Q4 		$14.7M Sell
997,820
-125,080
-11% -$2.04M 0.04% 296
2025
Q3 		$15.5M Buy
1,122,900
+53,400
+5% +$1.09M 0.04% 285
2025
Q2 		$19.1M Buy
+1,069,500
New +$24.3M 0.06% 261
2024
Q3 		– Sell
-196,766
Closed -$3.34M – 542
2024
Q2 		$3.34M Buy
196,766
+148,263
+306% +$2.87M 0.01% 494
2024
Q1 		$964K Buy
48,503
+2,192
+5% +$44.5K ﹤0.01% 581
2023
Q4 		$903K Buy
46,311
+7,274
+19% +$146K ﹤0.01% 590
2023
Q3 		$784K Buy
+39,037
New +$904K ﹤0.01% 599

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

APG Asset Management's KVUE Position: Q2 2026 in Review

APG Asset Management increased its Kenvue (KVUE) stake by 37% in Q2 2026, buying an estimated $6.25M and bringing the position to 1,316,617 shares worth $22M. The position accounts for 0.05% of the portfolio, ranked #263.

APG Asset Management first reported a position in KVUE in Q3 2023 and has held it in 9 quarters since. 790 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • APG Asset Management held 1,316,617 shares of Kenvue worth $22M as of Q2 2026.
  • APG Asset Management bought 354,509 Kenvue shares in Q2 2026, an estimated $6.25M.
  • Kenvue made up 0.05% of APG Asset Management's portfolio in Q2 2026, its #263 holding.
  • APG Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 9 quarters since.
  • 790 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on APG Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.