Eubel Brady & Suttman Asset Management’s Kenvue KVUE Stock Holding History

Eubel Brady & Suttman 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	$381K	Sell	19,953 -1,339,210	-99%	-$23.6M	0.05%	90
2026 Q1	$23.4M	Buy	1,359,163 +62,104	+5%	+$1.11M	2.77%	13
2025 Q4	$22.4M	Sell	1,297,059 -74,827	-5%	-$1.22M	2.51%	14
2025 Q3	$22.3M	Buy	1,371,886 +389,704	+40%	+$7.96M	2.56%	17
2025 Q2	$20.6M	Buy	982,182 +12,540	+1%	+$285K	2.6%	15
2025 Q1	$23.3M	Buy	969,642 +8,504	+0.9%	+$188K	3.06%	11
2024 Q4	$20.5M	Buy	961,138 +4,086	+0.4%	+$92.6K	2.71%	13
2024 Q3	$22.1M	Sell	957,052 -77,770	-8%	-$1.61M	2.89%	10
2024 Q2	$18.8M	Buy	1,034,822 +86,374	+9%	+$1.67M	2.72%	16
2024 Q1	$20.4M	Buy	948,448 +11,358	+1%	+$231K	2.59%	17
2023 Q4	$20.2M	Buy	937,090 +87,099	+10%	+$1.74M	2.68%	18
2023 Q3	$17.1M	Buy	+849,991	New	+$19.7M	2.49%	20

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

Eubel Brady & Suttman Asset Management's KVUE Position: Q2 2026 in Review

Eubel Brady & Suttman Asset Management reduced its Kenvue (KVUE) stake by 99% in Q2 2026, selling an estimated $23.6M and leaving 19,953 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #90.

Eubel Brady & Suttman Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q1 2026. 1,009 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Eubel Brady & Suttman Asset Management held 19,953 shares of Kenvue worth $381K as of Q2 2026.
Eubel Brady & Suttman Asset Management sold 1,339,210 Kenvue shares in Q2 2026, an estimated $23.6M.
Kenvue made up 0.05% of Eubel Brady & Suttman Asset Management's portfolio in Q2 2026, its #90 holding.
Eubel Brady & Suttman Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Eubel Brady & Suttman Asset Management's Kenvue position peaked at $23.4M in Q1 2026.
1,009 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.