Brinker Capital Investments’s Kenvue KVUE Stock Holding History

Brinker Capital Investments’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	$3.53M	Buy	184,914 +20,576	+13%	+$363K	0.03%	521
2026 Q1	$2.83M	Buy	164,338 +25,441	+18%	+$453K	0.02%	584
2025 Q4	$2.4M	Sell	138,897 -20,836	-13%	-$341K	0.02%	750
2025 Q3	$2.59M	Sell	159,733 -123,857	-44%	-$2.53M	0.02%	698
2025 Q2	$5.94M	Buy	283,590 +66,112	+30%	+$1.5M	0.05%	338
2025 Q1	$5.22M	Buy	217,478 +10,731	+5%	+$238K	0.05%	336
2024 Q4	$4.41M	Buy	206,747 +3,936	+2%	+$89.2K	0.04%	367
2024 Q3	$4.69M	Sell	202,811 -11,183	-5%	-$232K	0.05%	348
2024 Q2	$3.89M	Sell	213,994 -8,518	-4%	-$165K	0.04%	384
2024 Q1	$4.78M	Buy	222,512 +38,713	+21%	+$786K	0.05%	330
2023 Q4	$3.98M	Sell	183,799 -66,388	-27%	-$1.33M	0.05%	362
2023 Q3	$5.02M	Buy	+250,187	New	+$5.79M	0.06%	296

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

Brinker Capital Investments's KVUE Position: Q2 2026 in Review

Brinker Capital Investments increased its Kenvue (KVUE) stake by 13% in Q2 2026, buying an estimated $363K and bringing the position to 184,914 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #521.

Brinker Capital Investments first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.94M in Q2 2025. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Brinker Capital Investments held 184,914 shares of Kenvue worth $3.53M as of Q2 2026.
Brinker Capital Investments bought 20,576 Kenvue shares in Q2 2026, an estimated $363K.
Kenvue made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #521 holding.
Brinker Capital Investments first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Brinker Capital Investments's Kenvue position peaked at $5.94M in Q2 2025.
1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.