Forest Avenue Capital Management’s Kenvue KVUE Stock Holding History

Forest Avenue 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 Q4	–	Sell	-1,500,000	Closed	-$24.3M	–	26
2025 Q3	$24.3M	Buy	+1,500,000	New	+$30.6M	1.79%	20

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 $1.9T AUM 41.92% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forest Avenue Capital Management's KVUE Position: Q4 2025 in Review

Forest Avenue Capital Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 2,378,300 shares — an estimated $38.6M sold.

Forest Avenue Capital Management first reported a position in KVUE in Q2 2025 and held it in 2 quarters. The position peaked at $43.9M in Q2 2025. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Forest Avenue Capital Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Forest Avenue Capital Management sold 2,378,300 Kenvue shares in Q4 2025, an estimated $38.6M.
Forest Avenue Capital Management first reported a position in Kenvue in Q2 2025 and held it in 2 quarters.
Forest Avenue Capital Management's Kenvue position peaked at $43.9M in Q2 2025.
1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Forest Avenue Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.