Everence Capital Management’s Kenvue KVUE Stock Holding History

Everence Capital 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	$954K	Buy	49,916 +34,511	+224%	+$608K	0.05%	272
2026 Q1	$266K	Sell	15,405 -20,416	-57%	-$364K	0.02%	641
2025 Q4	$618K	Buy	35,821 +15,391	+75%	+$252K	0.04%	331
2025 Q3	$332K	Sell	20,430 -24,950	-55%	-$509K	0.02%	559
2025 Q2	$950K	Hold	45,380	–	–	0.06%	240
2025 Q1	$1.09M	Hold	45,380	–	–	0.07%	214
2024 Q4	$969K	Buy	45,380 +24,950	+122%	+$566K	0.06%	237
2024 Q3	$473K	Buy	+20,430	New	+$423K	0.03%	440
2024 Q2	–	Sell	-17,640	Closed	-$379K	–	748
2024 Q1	$379K	Hold	17,640	–	–	0.03%	497
2023 Q4	$380K	Buy	+17,640	New	+$353K	0.03%	498

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

Everence Capital Management's KVUE Position: Q2 2026 in Review

Everence Capital Management increased its Kenvue (KVUE) stake by 224% in Q2 2026, buying an estimated $608K and bringing the position to 49,916 shares worth $954K. The position accounts for 0.05% of the portfolio, ranked #272.

Everence Capital Management first reported a position in KVUE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Everence Capital Management held 49,916 shares of Kenvue worth $954K as of Q2 2026.
Everence Capital Management bought 34,511 Kenvue shares in Q2 2026, an estimated $608K.
Kenvue made up 0.05% of Everence Capital Management's portfolio in Q2 2026, its #272 holding.
Everence Capital Management first reported a position in Kenvue in Q4 2023 and has held it in 10 quarters since.
Everence Capital Management's Kenvue position peaked at $1.09M in Q1 2025.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.