Boston Partners’s Kenvue KVUE Stock Holding History

Boston 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
2025 Q4	–	Sell	-3,296,653	Closed	-$53.6M	–	787
2025 Q3	$53.6M	Sell	3,296,653 -9,341,532	-74%	-$191M	0.06%	256
2025 Q2	$265M	Sell	12,638,185 -12,708,268	-50%	-$289M	0.29%	119
2025 Q1	$607M	Buy	25,346,453 +1,750,490	+7%	+$38.8M	0.73%	36
2024 Q4	$503M	Buy	23,595,963 +6,366,097	+37%	+$144M	0.61%	43
2024 Q3	$398M	Buy	17,229,866 +293,047	+2%	+$6.07M	0.47%	75
2024 Q2	$308M	Sell	16,936,819 -184,323	-1%	-$3.57M	0.38%	93
2024 Q1	$366M	Sell	17,121,142 -1,794,131	-9%	-$36.4M	0.44%	76
2023 Q4	$407M	Buy	18,915,273 +4,798,762	+34%	+$96M	0.54%	58
2023 Q3	$283M	Buy	14,116,511 +8,971,034	+174%	+$208M	0.39%	92
2023 Q2	$136M	Buy	+5,145,477	New	+$134M	0.18%	171

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 $2.3T AUM 54.33% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Partners's KVUE Position: Q4 2025 in Review

Boston Partners sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 3,296,653 shares — an estimated $53.6M sold.

Boston Partners first reported a position in KVUE in Q2 2023 and held it in 10 quarters. The position peaked at $607M in Q1 2025. 1,048 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Boston Partners reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Boston Partners sold 3,296,653 Kenvue shares in Q4 2025, an estimated $53.6M.
Boston Partners first reported a position in Kenvue in Q2 2023 and held it in 10 quarters.
Boston Partners's Kenvue position peaked at $607M in Q1 2025.
1,048 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Boston Partners's 13F filing for Q4 2025, filed 13 Feb 2026.