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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
Q2 		$8.03M Buy
420,432
+262,858
+167% +$4.63M 0.1% 60
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

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 $3.38T AUM 44.17% 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

Carmignac Gestion's KVUE Position: Q2 2026 in Review

Carmignac Gestion increased its Kenvue (KVUE) stake by 167% in Q2 2026, buying an estimated $4.63M and bringing the position to 420,432 shares worth $8.03M. The position accounts for 0.1% of the portfolio, ranked #60.

Carmignac Gestion first reported a position in KVUE in Q3 2023 and has held it in 4 quarters since. The position peaked at $10.6M in Q3 2023. 1,014 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Carmignac Gestion held 420,432 shares of Kenvue worth $8.03M as of Q2 2026.
  • Carmignac Gestion bought 262,858 Kenvue shares in Q2 2026, an estimated $4.63M.
  • Kenvue made up 0.1% of Carmignac Gestion's portfolio in Q2 2026, its #60 holding.
  • Carmignac Gestion first reported a position in Kenvue in Q3 2023 and has held it in 4 quarters since.
  • Carmignac Gestion's Kenvue position peaked at $10.6M in Q3 2023.
  • 1,014 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.