Creative Planning’s Kenvue KVUE Stock Holding History

Creative Planning’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	$11.8M	Buy	615,479 +73,815	+14%	+$1.3M	0.01%	770
2026 Q1	$9.34M	Buy	541,664 +138,575	+34%	+$2.47M	0.01%	732
2025 Q4	$6.95M	Buy	403,089 +184,961	+85%	+$3.02M	0.01%	791
2025 Q3	$3.54M	Sell	218,128 -9,042	-4%	-$185K	﹤0.01%	1093
2025 Q2	$4.75M	Sell	227,170 -152,803	-40%	-$3.48M	﹤0.01%	785
2025 Q1	$9.11M	Buy	379,973 +192,455	+103%	+$4.26M	0.01%	518
2024 Q4	$4M	Buy	187,518 +13,459	+8%	+$305K	﹤0.01%	749
2024 Q3	$4.03M	Sell	174,059 -204,986	-54%	-$4.25M	﹤0.01%	723
2024 Q2	$6.89M	Buy	379,045 +50,562	+15%	+$980K	0.01%	520
2024 Q1	$7.05M	Buy	328,483 +197,975	+152%	+$4.02M	0.01%	507
2023 Q4	$2.81M	Buy	130,508 +27,503	+27%	+$550K	0.01%	773
2023 Q3	$2.07M	Buy	+103,005	New	+$2.38M	﹤0.01%	837

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

Creative Planning's KVUE Position: Q2 2026 in Review

Creative Planning increased its Kenvue (KVUE) stake by 14% in Q2 2026, buying an estimated $1.3M and bringing the position to 615,479 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #770.

Creative Planning first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Creative Planning held 615,479 shares of Kenvue worth $11.8M as of Q2 2026.
Creative Planning bought 73,815 Kenvue shares in Q2 2026, an estimated $1.3M.
Kenvue made up 0.01% of Creative Planning's portfolio in Q2 2026, its #770 holding.
Creative Planning first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.