Blackhill Capital’s Kenvue KVUE Stock Holding History

Blackhill 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
2025 Q4	–	Sell	-86,184	Closed	-$1.4M	–	51
2025 Q3	$1.4M	Sell	86,184 -3,016	-3%	-$61.6K	0.07%	26
2025 Q2	$1.87M	Hold	89,200	–	–	0.11%	24
2025 Q1	$2.14M	Sell	89,200 -71,196	-44%	-$1.58M	0.12%	24
2024 Q4	$3.42M	Hold	160,396	–	–	0.18%	21
2024 Q3	$3.71M	Sell	160,396 -21,120	-12%	-$438K	0.21%	22
2024 Q2	$3.3M	Sell	181,516 -263,371	-59%	-$5.1M	0.2%	22
2024 Q1	$9.55M	Sell	444,887 -33,000	-7%	-$670K	0.55%	16
2023 Q4	$10.3M	Sell	477,887 -259,211	-35%	-$5.19M	0.82%	12
2023 Q3	$14.8M	Buy	+737,098	New	+$17.1M	1.43%	12

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blackhill Capital's KVUE Position: Q4 2025 in Review

Blackhill Capital sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 86,184 shares — an estimated $1.4M sold.

Blackhill Capital first reported a position in KVUE in Q3 2023 and held it in 9 quarters. The position peaked at $14.8M in Q3 2023. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Blackhill Capital reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Blackhill Capital sold 86,184 Kenvue shares in Q4 2025, an estimated $1.4M.
Blackhill Capital first reported a position in Kenvue in Q3 2023 and held it in 9 quarters.
Blackhill Capital's Kenvue position peaked at $14.8M in Q3 2023.
1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Blackhill Capital's 13F filing for Q4 2025, filed 13 Feb 2026.