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KVUE icon

Drystone’s Kenvue KVUE Stock Holding History

Drystone’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 		$4.64M Buy
243,012
+307
+0.1% +$5.41K 3.82% 11
2026
Q1 		$4.18M Sell
242,705
-699
-0.3% -$12.4K 3.77% 12
2025
Q4 		$4.2M Buy
243,404
+1,799
+0.7% +$29.4K 3.77% 13
2025
Q3 		$3.92M Buy
241,605
+83,231
+53% +$1.7M 3.53% 13
2025
Q2 		$3.31M Buy
158,374
+3,517
+2% +$80K 3.04% 14
2025
Q1 		$3.71M Buy
154,857
+58,267
+60% +$1.29M 3.72% 13
2024
Q4 		$2.06M Buy
+96,590
New +$2.19M 2.06% 15

Other funds holding KVUE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Drystone's KVUE Position: Q2 2026 in Review

Drystone increased its Kenvue (KVUE) stake by 0.13% in Q2 2026, buying an estimated $5.41K and bringing the position to 243,012 shares worth $4.64M. The position accounts for 3.82% of the portfolio, ranked #11.

Drystone first reported a position in KVUE in Q4 2024 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Drystone held 243,012 shares of Kenvue worth $4.64M as of Q2 2026.
  • Drystone bought 307 Kenvue shares in Q2 2026, an estimated $5.41K.
  • Kenvue made up 3.82% of Drystone's portfolio in Q2 2026, its #11 holding.
  • Drystone first reported a position in Kenvue in Q4 2024 and has held it in 7 quarters since.
  • 224 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Drystone's 13F filing for Q2 2026, filed 24 Jul 2026.