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Forum Financial Management’s Kenvue KVUE Stock Holding History

Forum Financial 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
Q1 		– Sell
-28,540
Closed -$492K – 687
2025
Q4 		$492K Buy
28,540
+667
+2% +$10.9K 0.01% 480
2025
Q3 		$452K Buy
27,873
+2,930
+12% +$59.8K 0.01% 509
2025
Q2 		$522K Buy
24,943
+2,032
+9% +$46.2K 0.01% 390
2025
Q1 		$549K Sell
22,911
-6
-0% -$133 0.01% 336
2024
Q4 		$489K Buy
22,917
+5,174
+29% +$117K 0.01% 385
2024
Q3 		$410K Hold
17,743
– – 0.01% 394
2024
Q2 		$323K Sell
17,743
-12
-0.1% -$232 0.01% 450
2024
Q1 		$381K Sell
17,755
-5,080
-22% -$103K 0.01% 416
2023
Q4 		$492K Sell
22,835
-2,916
-11% -$58.4K 0.01% 294
2023
Q3 		$517K Buy
+25,751
New +$596K 0.01% 276

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Forum Financial Management's KVUE Position: Q1 2026 in Review

Forum Financial Management sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 28,540 shares — an estimated $492K sold.

Forum Financial Management first reported a position in KVUE in Q3 2023 and held it in 10 quarters. The position peaked at $549K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Forum Financial Management reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 28,540 Kenvue shares in Q1 2026, an estimated $492K.
  • Forum Financial Management first reported a position in Kenvue in Q3 2023 and held it in 10 quarters.
  • Forum Financial Management's Kenvue position peaked at $549K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.