AP
KVUE icon

Arlington Partners’s Kenvue KVUE Stock Holding History

Arlington 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 		$266K Buy
13,919
+464
+3% +$8.18K 0.48% 27
2026
Q1 		$232K Buy
+13,455
New +$240K 0.46% 59
2025
Q4 		– Sell
-262,111
Closed -$4.25M – 32
2025
Q3 		$4.25M Buy
262,111
+161,286
+160% +$3.29M 1.47% 54
2025
Q2 		$2.11M Buy
+100,825
New +$2.29M 0.78% 61

Other funds holding KVUE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
P
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

Arlington Partners's KVUE Position: Q2 2026 in Review

Arlington Partners increased its Kenvue (KVUE) stake by 3.4% in Q2 2026, buying an estimated $8.18K and bringing the position to 13,919 shares worth $266K. The position accounts for 0.48% of the portfolio, ranked #27.

Arlington Partners first reported a position in KVUE in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.25M in Q3 2025. 141 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Arlington Partners held 13,919 shares of Kenvue worth $266K as of Q2 2026.
  • Arlington Partners bought 464 Kenvue shares in Q2 2026, an estimated $8.18K.
  • Kenvue made up 0.48% of Arlington Partners's portfolio in Q2 2026, its #27 holding.
  • Arlington Partners first reported a position in Kenvue in Q2 2025 and has held it in 4 quarters since.
  • Arlington Partners's Kenvue position peaked at $4.25M in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Arlington Partners's 13F filing for Q2 2026, filed 7 Jul 2026.