Ardent Capital Management’s Kenvue KVUE Stock Holding History

Ardent Capital 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	$677K	Sell	35,403 -49	-0.1%	-$863	0.28%	27
2026 Q1	$611K	Sell	35,452 -1,378	-4%	-$24.5K	0.26%	30
2025 Q4	$635K	Sell	36,830 -370	-1%	-$6.05K	0.25%	32
2025 Q3	$604K	Sell	37,200 -229	-0.6%	-$4.67K	0.26%	32
2025 Q2	$783K	Sell	37,429 -215	-0.6%	-$4.89K	0.38%	24
2025 Q1	$903K	Sell	37,644 -6,457	-15%	-$143K	0.39%	23
2024 Q4	$942K	Buy	44,101 +316	+0.7%	+$7.17K	0.43%	22
2024 Q3	$1.01M	Sell	43,785 -2,822	-6%	-$58.5K	0.46%	23
2024 Q2	$847K	Hold	46,607	–	–	0.42%	25
2024 Q1	$1M	Sell	46,607 -304	-0.6%	-$6.17K	0.5%	24
2023 Q4	$1.01M	Hold	46,911	–	–	0.53%	22
2023 Q3	$942K	Buy	+46,911	New	+$1.09M	0.53%	23

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ardent Capital Management's KVUE Position: Q2 2026 in Review

Ardent Capital Management reduced its Kenvue (KVUE) stake by 0.14% in Q2 2026, selling an estimated $863 and leaving 35,403 shares worth $677K. The position accounts for 0.28% of the portfolio, ranked #27.

Ardent Capital Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2024. 141 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Ardent Capital Management held 35,403 shares of Kenvue worth $677K as of Q2 2026.
Ardent Capital Management sold 49 Kenvue shares in Q2 2026, an estimated $863.
Kenvue made up 0.28% of Ardent Capital Management's portfolio in Q2 2026, its #27 holding.
Ardent Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Ardent Capital Management's Kenvue position peaked at $1.01M in Q3 2024.
141 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Ardent Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.