Goldman Sachs
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Goldman Sachs’s Kenvue KVUE Stock Holding History

Goldman Sachs’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
-396,800
Closed -$6.44M – 6659
2025
Q3 		$6.44M Buy
+396,800
New +$8.1M ﹤0.01% 3413
2024
Q1 		– Sell
-237,900
Closed -$5.12M – 5737
2023
Q4 		$5.12M Sell
237,900
-536,700
-69% -$10.7M ﹤0.01% 3137
2023
Q3 		$15.6M Buy
+774,600
New +$17.9M ﹤0.01% 2011

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs's KVUE Position: Q1 2026 in Review

Goldman Sachs increased its Kenvue (KVUE) stake by 37% in Q1 2026, buying an estimated $107M and bringing the position to 22,120,162 shares worth $381M. The position accounts for 0.04% of the portfolio, ranked #420.

Goldman Sachs first reported a position in KVUE in Q2 2023 and has held it in 12 quarters since. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Goldman Sachs held 22,120,162 shares of Kenvue worth $381M as of Q1 2026.
  • Goldman Sachs bought 5,994,205 Kenvue shares in Q1 2026, an estimated $107M.
  • Kenvue made up 0.04% of Goldman Sachs's portfolio in Q1 2026, its #420 holding.
  • Goldman Sachs first reported a position in Kenvue in Q2 2023 and has held it in 12 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.