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Caldwell Trust’s Kenvue KVUE Stock Holding History

Caldwell Trust’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 		$4.24K Buy
222
+46
+26% +$811 ﹤0.01% 735
2026
Q1 		$3.03K Hold
176
– – ﹤0.01% 738
2025
Q4 		$3.04K Sell
176
-288
-62% -$4.71K ﹤0.01% 714
2025
Q3 		$7.53K Hold
464
– – ﹤0.01% 661
2025
Q2 		$9.71K Sell
464
-174
-27% -$3.96K ﹤0.01% 637
2025
Q1 		$15.3K Buy
638
+238
+60% +$5.27K ﹤0.01% 587
2024
Q4 		$8.54K Sell
400
-16
-4% -$363 ﹤0.01% 621
2024
Q3 		$9.62K Buy
416
+328
+373% +$6.8K ﹤0.01% 611
2024
Q2 		$1.6K Buy
+88
New +$1.71K ﹤0.01% 677

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Caldwell Trust's KVUE Position: Q2 2026 in Review

Caldwell Trust increased its Kenvue (KVUE) stake by 26% in Q2 2026, buying an estimated $811 and bringing the position to 222 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Caldwell Trust first reported a position in KVUE in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.3K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Caldwell Trust held 222 shares of Kenvue worth $4.24K as of Q2 2026.
  • Caldwell Trust bought 46 Kenvue shares in Q2 2026, an estimated $811.
  • Kenvue made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #735 holding.
  • Caldwell Trust first reported a position in Kenvue in Q2 2024 and has held it in 9 quarters since.
  • Caldwell Trust's Kenvue position peaked at $15.3K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.