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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
Q1 		$1.72M Sell
100,000
-132,800
-57% -$2.37M 0.18% 39
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

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

Avidity Partners Management's KVUE Position: Q1 2026 in Review

Avidity Partners Management reduced its Kenvue (KVUE) stake by 57% in Q1 2026, selling an estimated $2.37M and leaving 100,000 shares worth $1.72M. The position accounts for 0.18% of the portfolio, ranked #39.

Avidity Partners Management first reported a position in KVUE in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.3M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Avidity Partners Management held 100,000 shares of Kenvue worth $1.72M as of Q1 2026.
  • Avidity Partners Management sold 132,800 Kenvue shares in Q1 2026, an estimated $2.37M.
  • Kenvue made up 0.18% of Avidity Partners Management's portfolio in Q1 2026, its #39 holding.
  • Avidity Partners Management first reported a position in Kenvue in Q3 2025 and has held it in 3 quarters since.
  • 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 Q1 2026.

Based on Avidity Partners Management's 13F filing for Q1 2026, filed 13 May 2026.