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Engineers Gate Manager’s Kenvue KVUE Stock Holding History

Engineers Gate Manager’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 		$7.6M Buy
440,798
+221,841
+101% +$3.95M 0.1% 251
2025
Q4 		$3.78M Sell
218,957
-925,672
-81% -$15.1M 0.04% 420
2025
Q3 		$18.6M Buy
1,144,629
+415,144
+57% +$8.47M 0.21% 95
2025
Q2 		$15.3M Buy
+729,485
New +$16.6M 0.19% 134
2025
Q1 		– Sell
-420,261
Closed -$8.97M – 2381
2024
Q4 		$8.97M Buy
+420,261
New +$9.53M 0.16% 175
2024
Q3 		– Sell
-231,756
Closed -$4.21M – 2259
2024
Q2 		$4.21M Buy
+231,756
New +$4.49M 0.1% 305

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

Engineers Gate Manager's KVUE Position: Q1 2026 in Review

Engineers Gate Manager increased its Kenvue (KVUE) stake by 101% in Q1 2026, buying an estimated $3.95M and bringing the position to 440,798 shares worth $7.6M. The position accounts for 0.1% of the portfolio, ranked #251.

Engineers Gate Manager first reported a position in KVUE in Q2 2024 and has held it in 6 quarters since. The position peaked at $18.6M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Engineers Gate Manager held 440,798 shares of Kenvue worth $7.6M as of Q1 2026.
  • Engineers Gate Manager bought 221,841 Kenvue shares in Q1 2026, an estimated $3.95M.
  • Kenvue made up 0.1% of Engineers Gate Manager's portfolio in Q1 2026, its #251 holding.
  • Engineers Gate Manager first reported a position in Kenvue in Q2 2024 and has held it in 6 quarters since.
  • Engineers Gate Manager's Kenvue position peaked at $18.6M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.