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Costello Asset Management’s Kenvue KVUE Stock Holding History

Costello 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 		$175K Buy
9,139
+791
+9% +$13.9K 0.05% 127
2026
Q1 		$144K Sell
8,348
-995
-11% -$17.7K 0.05% 135
2025
Q4 		$161K Sell
9,343
-421
-4% -$6.88K 0.05% 115
2025
Q3 		$158K Buy
9,764
+340
+4% +$6.94K 0.05% 122
2025
Q2 		$197K Buy
9,424
+9
+0.1% +$205 0.07% 110
2025
Q1 		$226K Buy
+9,415
New +$208K 0.09% 100

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

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

Costello Asset Management increased its Kenvue (KVUE) stake by 9.5% in Q2 2026, buying an estimated $13.9K and bringing the position to 9,139 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #127.

Costello Asset Management first reported a position in KVUE in Q1 2025 and has held it in 6 quarters since. The position peaked at $226K in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Costello Asset Management held 9,139 shares of Kenvue worth $175K as of Q2 2026.
  • Costello Asset Management bought 791 Kenvue shares in Q2 2026, an estimated $13.9K.
  • Kenvue made up 0.05% of Costello Asset Management's portfolio in Q2 2026, its #127 holding.
  • Costello Asset Management first reported a position in Kenvue in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Kenvue position peaked at $226K in Q1 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.