AC
KVUE icon

Armistice Capital’s Kenvue KVUE Stock Holding History

Armistice Capital’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
Q1 		$510K Sell
29,604
-3,962,592
-99% -$70.6M 0.01% 172
2025
Q4 		$68.9M Buy
+3,992,196
New +$65.3M 0.82% 16
2024
Q3 		– Sell
-1,588,358
Closed -$28.9M – 301
2024
Q2 		$28.9M Buy
1,588,358
+145,329
+10% +$2.82M 0.36% 51
2024
Q1 		$31M Buy
1,443,029
+973,029
+207% +$19.8M 0.41% 39
2023
Q4 		$10.1M Buy
+470,000
New +$9.41M 0.14% 84
2023
Q3 		– Sell
-300,000
Closed -$7.93M – 264
2023
Q2 		$7.93M Buy
+300,000
New +$7.82M 0.11% 102

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Armistice Capital's KVUE Position: Q1 2026 in Review

Armistice Capital reduced its Kenvue (KVUE) stake by 99% in Q1 2026, selling an estimated $70.6M and leaving 29,604 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #172.

Armistice Capital first reported a position in KVUE in Q2 2023 and has held it in 6 quarters since. The position peaked at $68.9M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Armistice Capital held 29,604 shares of Kenvue worth $510K as of Q1 2026.
  • Armistice Capital sold 3,962,592 Kenvue shares in Q1 2026, an estimated $70.6M.
  • Kenvue made up 0.01% of Armistice Capital's portfolio in Q1 2026, its #172 holding.
  • Armistice Capital first reported a position in Kenvue in Q2 2023 and has held it in 6 quarters since.
  • Armistice Capital's Kenvue position peaked at $68.9M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Armistice Capital's 13F filing for Q1 2026, filed 15 May 2026.