Boyar Asset Management’s Kenvue KVUE Stock Holding History

Boyar 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 Q1	$1.23M	Sell	71,620 -3,721	-5%	-$66.3K	0.7%	39
2025 Q4	$1.3M	Sell	75,341 -707	-0.9%	-$11.6K	0.82%	33
2025 Q3	$1.23M	Buy	76,048 +46,366	+156%	+$946K	0.78%	34
2025 Q2	$621K	Buy	29,682 +229	+0.8%	+$5.21K	0.41%	51
2025 Q1	$706K	Sell	29,453 -423	-1%	-$9.37K	0.51%	47
2024 Q4	$638K	Buy	29,876 +705	+2%	+$16K	0.42%	48
2024 Q3	$675K	Buy	29,171 +1,948	+7%	+$40.4K	0.43%	48
2024 Q2	$495K	Buy	27,223 +3,856	+17%	+$74.7K	0.34%	49
2024 Q1	$501K	Buy	+23,367	New	+$474K	0.33%	47

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boyar Asset Management's KVUE Position: Q1 2026 in Review

Boyar Asset Management reduced its Kenvue (KVUE) stake by 4.9% in Q1 2026, selling an estimated $66.3K and leaving 71,620 shares worth $1.23M. The position accounts for 0.7% of the portfolio, ranked #39.

Boyar Asset Management first reported a position in KVUE in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Boyar Asset Management held 71,620 shares of Kenvue worth $1.23M as of Q1 2026.
Boyar Asset Management sold 3,721 Kenvue shares in Q1 2026, an estimated $66.3K.
Kenvue made up 0.7% of Boyar Asset Management's portfolio in Q1 2026, its #39 holding.
Boyar Asset Management first reported a position in Kenvue in Q1 2024 and has held it in 9 quarters since.
Boyar Asset Management's Kenvue position peaked at $1.3M in Q4 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.