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Avidity Partners Management’s Kenvue KVUE Stock Holding History

Avidity Partners 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 		– Sell
-100,000
Closed -$1.72M – 53
2026
Q1 		$1.72M Sell
100,000
-132,800
-57% -$2.37M 0.35% 27
2025
Q4 		$4.02M Sell
232,800
-32,400
-12% -$530K 1.16% 17
2025
Q3 		$4.3M Buy
+265,200
New +$5.41M 0.98% 26

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avidity Partners Management's KVUE Position: Q2 2026 in Review

Avidity Partners Management sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 100,000 shares — an estimated $1.72M sold.

Avidity Partners Management first reported a position in KVUE in Q3 2025 and held it in 3 quarters. The position peaked at $4.3M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Avidity Partners Management reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
  • Avidity Partners Management sold 100,000 Kenvue shares in Q2 2026, an estimated $1.72M.
  • Avidity Partners Management first reported a position in Kenvue in Q3 2025 and held it in 3 quarters.
  • Avidity Partners Management's Kenvue position peaked at $4.3M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Avidity Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.