Howard Capital Management’s Kenvue KVUE Stock Holding History

Howard 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
2026 Q2	$232K	Buy	+12,166	New	+$214K	﹤0.01%	408
2026 Q1	–	Sell	-13,026	Closed	-$225K	–	383
2025 Q4	$225K	Buy	13,026 +69	+0.5%	+$1.13K	﹤0.01%	410
2025 Q3	$210K	Buy	12,957 +414	+3%	+$8.45K	﹤0.01%	412
2025 Q2	$263K	Buy	12,543 +2,404	+24%	+$54.7K	﹤0.01%	373
2025 Q1	$243K	Sell	10,139 -1,558	-13%	-$34.5K	0.01%	354
2024 Q4	$250K	Buy	11,697 +607	+5%	+$13.8K	﹤0.01%	372
2024 Q3	$257K	Buy	+11,090	New	+$230K	﹤0.01%	346

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Howard Capital Management's KVUE Position: Q2 2026 in Review

Howard Capital Management opened a new position in Kenvue (KVUE) in Q2 2026: 12,166 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in KVUE as recently as Q4 2025.

Howard Capital Management first reported a position in KVUE in Q3 2024 and has held it in 7 quarters since. The position peaked at $263K in Q2 2025. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Howard Capital Management held 12,166 shares of Kenvue worth $232K as of Q2 2026.
Kenvue was a new Howard Capital Management position in Q2 2026.
Kenvue made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #408 holding.
Howard Capital Management first reported a position in Kenvue in Q3 2024 and has held it in 7 quarters since.
Howard Capital Management's Kenvue position peaked at $263K in Q2 2025.
1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.