Exchange Capital Management’s Kenvue KVUE Stock Holding History

Exchange 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
2025 Q2	$3.92M	Sell	187,366 -5,486	-3%	-$125K	0.59%	51
2025 Q1	$4.62M	Buy	192,852 +82	+0%	+$1.82K	0.75%	42
2024 Q4	$4.12M	Sell	192,770 -1,797	-0.9%	-$40.7K	0.65%	45
2024 Q3	$4.5M	Sell	194,567 -9,102	-4%	-$189K	0.72%	42
2024 Q2	$3.7M	Sell	203,669 -4,371	-2%	-$84.7K	0.6%	50
2024 Q1	$4.46M	Sell	208,040 -8,088	-4%	-$164K	0.73%	41
2023 Q4	$4.65M	Sell	216,128 -16,938	-7%	-$339K	0.84%	37
2023 Q3	$4.68M	Buy	+233,066	New	+$5.39M	0.88%	38

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Exchange Capital Management's KVUE Position: Q2 2025 in Review

Exchange Capital Management reduced its Kenvue (KVUE) stake by 2.8% in Q2 2025, selling an estimated $125K and leaving 187,366 shares worth $3.92M. The position accounts for 0.59% of the portfolio, ranked #51.

Exchange Capital Management first reported a position in KVUE in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.68M in Q3 2023. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

Exchange Capital Management held 187,366 shares of Kenvue worth $3.92M as of Q2 2025.
Exchange Capital Management sold 5,486 Kenvue shares in Q2 2025, an estimated $125K.
Kenvue made up 0.59% of Exchange Capital Management's portfolio in Q2 2025, its #51 holding.
Exchange Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 8 quarters since.
Exchange Capital Management's Kenvue position peaked at $4.68M in Q3 2023.
1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.