Blackhawk Capital Partners’s Kenvue KVUE Stock Holding History

Blackhawk Capital 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	$1.18M	Sell	61,487 -34,925	-36%	-$615K	0.38%	54
2026 Q1	$1.66M	Buy	+96,412	New	+$1.72M	0.61%	43
2025 Q4	–	Sell	-63,274	Closed	-$1.03M	–	159
2025 Q3	$1.03M	Buy	63,274 +9,125	+17%	+$186K	0.4%	70
2025 Q2	$1.13M	Sell	54,149 -412	-0.8%	-$9.37K	0.52%	61
2025 Q1	$1.31M	Sell	54,561 -20,023	-27%	-$443K	0.67%	47
2024 Q4	$1.59M	Sell	74,584 -54	-0.1%	-$1.22K	0.82%	43
2024 Q3	$1.73M	Sell	74,638 -5,112	-6%	-$106K	0.92%	38
2024 Q2	$1.45M	Sell	79,750 -3,509	-4%	-$68K	0.88%	39
2024 Q1	$1.79M	Buy	+83,259	New	+$1.69M	1.11%	35

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

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

Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Blackhawk Capital Partners's KVUE Position: Q2 2026 in Review

Blackhawk Capital Partners reduced its Kenvue (KVUE) stake by 36% in Q2 2026, selling an estimated $615K and leaving 61,487 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #54.

Blackhawk Capital Partners first reported a position in KVUE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.79M in Q1 2024. 238 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Blackhawk Capital Partners held 61,487 shares of Kenvue worth $1.18M as of Q2 2026.
Blackhawk Capital Partners sold 34,925 Kenvue shares in Q2 2026, an estimated $615K.
Kenvue made up 0.38% of Blackhawk Capital Partners's portfolio in Q2 2026, its #54 holding.
Blackhawk Capital Partners first reported a position in Kenvue in Q1 2024 and has held it in 9 quarters since.
Blackhawk Capital Partners's Kenvue position peaked at $1.79M in Q1 2024.
238 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Blackhawk Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.