BlackRock’s Kenvue KVUE Stock Holding History

BlackRock’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	$2.5B	Sell	145,297,292 -14,253,300	-9%	-$254M	0.04%	350
2025 Q4	$2.75B	Buy	159,550,592 +14,776,291	+10%	+$242M	0.05%	316
2025 Q3	$2.35B	Sell	144,774,301 -2,794,361	-2%	-$57M	0.04%	357
2025 Q2	$3.09B	Buy	147,568,662 +6,378,661	+5%	+$145M	0.06%	283
2025 Q1	$3.39B	Buy	141,190,001 +4,640,599	+3%	+$103M	0.07%	249
2024 Q4	$2.92B	Buy	136,549,402 +7,556,035	+6%	+$171M	0.06%	286
2024 Q3	$2.98B	Buy	128,993,367 +6,213,343	+5%	+$129M	0.06%	273
2024 Q2	$2.23B	Buy	122,780,024 +18,736,473	+18%	+$363M	0.05%	332
2024 Q1	$2.23B	Sell	104,043,551 -1,604,451	-2%	-$32.6M	0.05%	336
2023 Q4	$2.27B	Buy	105,648,002 +8,219,362	+8%	+$165M	0.06%	306
2023 Q3	$1.96B	Buy	97,428,640 +91,187,354	+1,461%	+$2.11B	0.06%	315
2023 Q2	$165M	Buy	+6,241,286	New	+$163M	﹤0.01%	1715

Other funds holding KVUE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $240B AUM 35.51% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BlackRock's KVUE Position: Q1 2026 in Review

BlackRock reduced its Kenvue (KVUE) stake by 8.9% in Q1 2026, selling an estimated $254M and leaving 145,297,292 shares worth $2.5B. The position accounts for 0.04% of the portfolio, ranked #350.

BlackRock first reported a position in KVUE in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.39B in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

BlackRock held 145,297,292 shares of Kenvue worth $2.5B as of Q1 2026.
BlackRock sold 14,253,300 Kenvue shares in Q1 2026, an estimated $254M.
Kenvue made up 0.04% of BlackRock's portfolio in Q1 2026, its #350 holding.
BlackRock first reported a position in Kenvue in Q2 2023 and has held it in 12 quarters since.
BlackRock's Kenvue position peaked at $3.39B in Q1 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on BlackRock's 13F filing for Q1 2026, filed 13 May 2026.