Creative Planning
KVUE icon

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
Q3 		$13.1M Buy
742,214
+126,735
+21% +$2.39M 0.01% 788
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning's KVUE Position: Q3 2026 in Review

Creative Planning increased its Kenvue (KVUE) stake by 21% in Q3 2026, buying an estimated $2.39M and bringing the position to 742,214 shares worth $13.1M. The position accounts for 0.01% of the portfolio, ranked #788.

Creative Planning first reported a position in KVUE in Q3 2023 and has held it in 13 quarters since. 566 funds tracked by Wall St. Rank hold KVUE as of Q3 2026.

  • Creative Planning held 742,214 shares of Kenvue worth $13.1M as of Q3 2026.
  • Creative Planning bought 126,735 Kenvue shares in Q3 2026, an estimated $2.39M.
  • Kenvue made up 0.01% of Creative Planning's portfolio in Q3 2026, its #788 holding.
  • Creative Planning first reported a position in Kenvue in Q3 2023 and has held it in 13 quarters since.
  • 566 funds tracked by Wall St. Rank held Kenvue as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.