Belpointe Asset Management’s Kenvue KVUE Stock Holding History

Belpointe Asset 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	$571K	Sell	29,877 -937	-3%	-$16.5K	0.02%	676
2026 Q1	$531K	Sell	30,814 -2,078	-6%	-$37K	0.02%	669
2025 Q4	$567K	Sell	32,892 -7,714	-19%	-$126K	0.02%	615
2025 Q3	$659K	Buy	40,606 +1,404	+4%	+$28.7K	0.03%	538
2025 Q2	$820K	Sell	39,202 -34,459	-47%	-$784K	0.03%	419
2025 Q1	$1.77M	Buy	73,661 +33,864	+85%	+$750K	0.09%	205
2024 Q4	$874K	Sell	39,797 -556	-1%	-$12.6K	0.05%	354
2024 Q3	$933K	Buy	40,353 +24,613	+156%	+$510K	0.06%	333
2024 Q2	$286K	Buy	15,740 +3,013	+24%	+$58.4K	0.02%	600
2024 Q1	$273K	Buy	12,727 +590	+5%	+$12K	0.02%	629
2023 Q4	$261K	Sell	12,137 -14,755	-55%	-$295K	0.02%	578
2023 Q3	$540K	Buy	+26,892	New	+$622K	0.06%	313

Other funds holding KVUE

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Belpointe Asset Management's KVUE Position: Q2 2026 in Review

Belpointe Asset Management reduced its Kenvue (KVUE) stake by 3% in Q2 2026, selling an estimated $16.5K and leaving 29,877 shares worth $571K. The position accounts for 0.02% of the portfolio, ranked #676.

Belpointe Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q1 2025. 353 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Belpointe Asset Management held 29,877 shares of Kenvue worth $571K as of Q2 2026.
Belpointe Asset Management sold 937 Kenvue shares in Q2 2026, an estimated $16.5K.
Kenvue made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #676 holding.
Belpointe Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Belpointe Asset Management's Kenvue position peaked at $1.77M in Q1 2025.
353 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.