Envestnet Asset Management’s Kenvue KVUE Stock Holding History

Envestnet Asset 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 Q2	$35.6M	Sell	1,865,515 -21,859	-1%	-$385K	0.01%	1054
2026 Q1	$32.5M	Sell	1,887,374 -1,836,897	-49%	-$32.7M	0.01%	1036
2025 Q4	$64.2M	Sell	3,724,271 -1,582,964	-30%	-$25.9M	0.02%	632
2025 Q3	$86.1M	Sell	5,307,235 -5,294,830	-50%	-$108M	0.02%	553
2025 Q2	$222M	Buy	10,602,065 +165,211	+2%	+$3.76M	0.06%	285
2025 Q1	$250M	Buy	10,436,854 +212,798	+2%	+$4.71M	0.08%	237
2024 Q4	$218M	Buy	10,224,056 +4,523,918	+79%	+$103M	0.07%	252
2024 Q3	$132M	Sell	5,700,138 -20,867	-0.4%	-$432K	0.04%	399
2024 Q2	$104M	Buy	5,721,005 +375,425	+7%	+$7.27M	0.04%	440
2024 Q1	$115M	Buy	5,345,580 +659,782	+14%	+$13.4M	0.04%	408
2023 Q4	$101M	Buy	4,685,798 +1,659,287	+55%	+$33.2M	0.04%	410
2023 Q3	$60.8M	Buy	3,026,511 +2,973,995	+5,663%	+$68.8M	0.03%	506
2023 Q2	$1.39M	Buy	+52,516	New	+$1.37M	﹤0.01%	2516

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management's KVUE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Kenvue (KVUE) stake by 1.2% in Q2 2026, selling an estimated $385K and leaving 1,865,515 shares worth $35.6M. The position accounts for 0.01% of the portfolio, ranked #1054.

Envestnet Asset Management first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $250M in Q1 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Envestnet Asset Management held 1,865,515 shares of Kenvue worth $35.6M as of Q2 2026.
Envestnet Asset Management sold 21,859 Kenvue shares in Q2 2026, an estimated $385K.
Kenvue made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1054 holding.
Envestnet Asset Management first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
Envestnet Asset Management's Kenvue position peaked at $250M in Q1 2025.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.