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Carmignac Gestion’s Kenvue KVUE Stock Holding History

Carmignac Gestion’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 		$2.72M Hold
157,574
– – 0.04% 77
2025
Q4 		$2.72M Buy
+157,574
New +$2.58M 0.04% 95
2023
Q4 		– Sell
-526,015
Closed -$10.6M – 148
2023
Q3 		$10.6M Buy
+526,015
New +$12.2M 0.19% 50

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carmignac Gestion's KVUE Position: Q1 2026 in Review

Carmignac Gestion held its Kenvue (KVUE) position steady in Q1 2026 at 157,574 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #77.

Carmignac Gestion first reported a position in KVUE in Q3 2023 and has held it in 3 quarters since. The position peaked at $10.6M in Q3 2023. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Carmignac Gestion held 157,574 shares of Kenvue worth $2.72M as of Q1 2026.
  • Carmignac Gestion left its Kenvue share count unchanged in Q1 2026.
  • Kenvue made up 0.04% of Carmignac Gestion's portfolio in Q1 2026, its #77 holding.
  • Carmignac Gestion first reported a position in Kenvue in Q3 2023 and has held it in 3 quarters since.
  • Carmignac Gestion's Kenvue position peaked at $10.6M in Q3 2023.
  • 1,016 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Carmignac Gestion's 13F filing for Q1 2026, filed 15 Jun 2026.