First Manhattan’s Kenvue KVUE Stock Holding History

First Manhattan’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 Q4	–	Sell	-15,002	Closed	-$243K	–	749
2025 Q3	$243K	Buy	+15,002	New	+$306K	﹤0.01%	653
2024 Q2	–	Sell	-27,000	Closed	-$579K	–	1028
2024 Q1	$579K	Sell	27,000 -14,890	-36%	-$302K	﹤0.01%	454
2023 Q4	$902K	Sell	41,890 -10,700	-20%	-$214K	﹤0.01%	386
2023 Q3	$1.06M	Buy	+52,590	New	+$1.22M	﹤0.01%	379

Other funds holding KVUE

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

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

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

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

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Manhattan's KVUE Position: Q4 2025 in Review

First Manhattan sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 15,002 shares — an estimated $243K sold.

First Manhattan first reported a position in KVUE in Q3 2023 and held it in 4 quarters. The position peaked at $1.06M in Q3 2023. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

First Manhattan reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
First Manhattan sold 15,002 Kenvue shares in Q4 2025, an estimated $243K.
First Manhattan first reported a position in Kenvue in Q3 2023 and held it in 4 quarters.
First Manhattan's Kenvue position peaked at $1.06M in Q3 2023.
1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on First Manhattan's 13F filing for Q4 2025, filed 17 Feb 2026.