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Dmitry Balyasny’s Kenvue KVUE Stock Holding History

Dmitry Balyasny’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 		$380M Sell
19,860,108
-4,704,184
-19% -$82.9M 0.47% 25
2026
Q1 		$423M Buy
24,564,292
+343,453
+1% +$6.12M 0.55% 19
2025
Q4 		$418M Buy
24,220,839
+23,183,974
+2,236% +$379M 0.53% 25
2025
Q3 		$16.8M Buy
+1,036,865
New +$21.2M 0.02% 789
2024
Q1 		– Sell
-68,649
Closed -$1.48M – 2889
2023
Q4 		$1.48M Buy
+68,649
New +$1.37M ﹤0.01% 1541

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

Dmitry Balyasny's KVUE Position: Q2 2026 in Review

Dmitry Balyasny reduced its Kenvue (KVUE) stake by 19% in Q2 2026, selling an estimated $82.9M and leaving 19,860,108 shares worth $380M. The position accounts for 0.47% of the portfolio, ranked #25.

Dmitry Balyasny first reported a position in KVUE in Q4 2023 and has held it in 5 quarters since. The position peaked at $423M in Q1 2026. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Dmitry Balyasny held 19,860,108 shares of Kenvue worth $380M as of Q2 2026.
  • Dmitry Balyasny sold 4,704,184 Kenvue shares in Q2 2026, an estimated $82.9M.
  • Kenvue made up 0.47% of Dmitry Balyasny's portfolio in Q2 2026, its #25 holding.
  • Dmitry Balyasny first reported a position in Kenvue in Q4 2023 and has held it in 5 quarters since.
  • Dmitry Balyasny's Kenvue position peaked at $423M in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.