GoalVest Advisory’s Kenvue KVUE Stock Holding History

GoalVest Advisory’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	$1.49K	Buy	+78	New	+$1.37K	﹤0.01%	470
2026 Q1	–	Sell	-628	Closed	-$10.8K	–	505
2025 Q4	$10.8K	Sell	628 -135	-18%	-$2.21K	﹤0.01%	410
2025 Q3	$12.4K	Sell	763 -103,260	-99%	-$2.11M	﹤0.01%	320
2025 Q2	$2.18M	Buy	104,023 +2,207	+2%	+$50.2K	0.54%	31
2025 Q1	$2.44M	Buy	101,816 +6,919	+7%	+$153K	0.67%	25
2024 Q4	$2.03M	Buy	94,897 +24,835	+35%	+$563K	0.56%	30
2024 Q3	$1.62M	Buy	70,062 +2,534	+4%	+$52.5K	0.47%	36
2024 Q2	$1.23M	Buy	67,528 +10,463	+18%	+$203K	0.39%	44
2024 Q1	$1.22M	Buy	57,065 +5,962	+12%	+$121K	0.41%	44
2023 Q4	$1.1M	Buy	51,103 +4,453	+10%	+$89.1K	0.48%	34
2023 Q3	$937K	Buy	+46,650	New	+$1.08M	0.47%	37

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

GoalVest Advisory's KVUE Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Kenvue (KVUE) in Q2 2026: 78 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in KVUE as recently as Q4 2025.

GoalVest Advisory first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q1 2025. 119 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

GoalVest Advisory held 78 shares of Kenvue worth $1.49K as of Q2 2026.
Kenvue was a new GoalVest Advisory position in Q2 2026.
Kenvue made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #470 holding.
GoalVest Advisory first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
GoalVest Advisory's Kenvue position peaked at $2.44M in Q1 2025.
119 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.