Golden State Equity Partners’s Kenvue KVUE Stock Holding History

Golden State Equity Partners’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	$436K	Buy	25,268 +5,247	+26%	+$93.4K	0.03%	488
2025 Q4	$345K	Sell	20,021 -17,732	-47%	-$290K	0.06%	367
2025 Q3	$613K	Sell	37,753 -5,546	-13%	-$113K	0.1%	229
2025 Q2	$906K	Buy	43,299 +17,559	+68%	+$399K	0.17%	154
2025 Q1	$617K	Buy	25,740 +82	+0.3%	+$1.82K	0.12%	207
2024 Q4	$548K	Buy	25,658 +22,514	+716%	+$510K	0.1%	216
2024 Q3	$72.7K	Sell	3,144 -25,555	-89%	-$529K	0.04%	325
2024 Q2	$522K	Buy	+28,699	New	+$556K	0.11%	204
2023 Q4	$587K	Buy	27,262 +3,004	+12%	+$60.1K	0.14%	161
2023 Q3	$487K	Buy	+24,258	New	+$562K	0.14%	170

Other funds holding KVUE

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

IFP

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Golden State Equity Partners's KVUE Position: Q1 2026 in Review

Golden State Equity Partners increased its Kenvue (KVUE) stake by 26% in Q1 2026, buying an estimated $93.4K and bringing the position to 25,268 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #488.

Golden State Equity Partners first reported a position in KVUE in Q3 2023 and has held it in 10 quarters since. The position peaked at $906K in Q2 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Golden State Equity Partners held 25,268 shares of Kenvue worth $436K as of Q1 2026.
Golden State Equity Partners bought 5,247 Kenvue shares in Q1 2026, an estimated $93.4K.
Kenvue made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #488 holding.
Golden State Equity Partners first reported a position in Kenvue in Q3 2023 and has held it in 10 quarters since.
Golden State Equity Partners's Kenvue position peaked at $906K in Q2 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.