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 Q2	$1.32M	Sell	69,178 -2,442	-3%	-$43K	0.76%	34
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 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

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

Boyar Asset Management's KVUE Position: Q2 2026 in Review

Boyar Asset Management reduced its Kenvue (KVUE) stake by 3.4% in Q2 2026, selling an estimated $43K and leaving 69,178 shares worth $1.32M. The position accounts for 0.76% of the portfolio, ranked #34.

Boyar Asset Management first reported a position in KVUE in Q1 2024 and has held it in 10 quarters since. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Boyar Asset Management held 69,178 shares of Kenvue worth $1.32M as of Q2 2026.
Boyar Asset Management sold 2,442 Kenvue shares in Q2 2026, an estimated $43K.
Kenvue made up 0.76% of Boyar Asset Management's portfolio in Q2 2026, its #34 holding.
Boyar Asset Management first reported a position in Kenvue in Q1 2024 and has held it in 10 quarters since.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Boyar Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.