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ELCO Management’s Kenvue KVUE Stock Holding History

ELCO 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
Q1 		$425K Sell
24,678
-992
-4% -$17.7K 0.2% 90
2025
Q4 		$443K Buy
25,670
+9,125
+55% +$149K 0.28% 81
2025
Q3 		$269K Sell
16,545
-1,622
-9% -$33.1K 0.14% 125
2025
Q2 		$380K Sell
18,167
-685
-4% -$15.6K 0.2% 98
2025
Q1 		$452K Sell
18,852
-2,078
-10% -$46K 0.25% 82
2024
Q4 		$447K Sell
20,930
-3,000
-13% -$68K 0.23% 85
2024
Q3 		$554K Sell
23,930
-895
-4% -$18.5K 0.3% 78
2024
Q2 		$451K Hold
24,825
– – 0.26% 86
2024
Q1 		$533K Buy
24,825
+6,660
+37% +$135K 0.32% 71
2023
Q4 		$391K Buy
18,165
+52
+0.3% +$1.04K 0.26% 91
2023
Q3 		$364K Buy
+18,113
New +$419K 0.26% 84

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ELCO Management's KVUE Position: Q1 2026 in Review

ELCO Management reduced its Kenvue (KVUE) stake by 3.9% in Q1 2026, selling an estimated $17.7K and leaving 24,678 shares worth $425K. The position accounts for 0.2% of the portfolio, ranked #90.

ELCO Management first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $554K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • ELCO Management held 24,678 shares of Kenvue worth $425K as of Q1 2026.
  • ELCO Management sold 992 Kenvue shares in Q1 2026, an estimated $17.7K.
  • Kenvue made up 0.2% of ELCO Management's portfolio in Q1 2026, its #90 holding.
  • ELCO Management first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
  • ELCO Management's Kenvue position peaked at $554K in Q3 2024.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on ELCO Management's 13F filing for Q1 2026, filed 24 Apr 2026.