Huber Capital Management’s Kenvue KVUE Stock Holding History

Huber 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 Q1	$3.78M	Sell	219,000 -81,894	-27%	-$1.46M	0.58%	43
2025 Q4	$5.19M	Buy	300,894 +57,594	+24%	+$942K	0.76%	36
2025 Q3	$3.95M	Buy	243,300 +58,200	+31%	+$1.19M	0.63%	41
2025 Q2	$3.87M	Buy	185,100 +800	+0.4%	+$18.2K	0.66%	36
2025 Q1	$4.42M	Buy	184,300 +15,000	+9%	+$332K	0.83%	39
2024 Q4	$3.61M	Buy	169,300 +22,900	+16%	+$519K	0.72%	39
2024 Q3	$3.39M	Buy	+146,400	New	+$3.03M	0.68%	43
2024 Q2	–	Sell	-83,200	Closed	-$1.79M	–	98
2024 Q1	$1.79M	Buy	83,200 +19,500	+31%	+$396K	0.4%	58
2023 Q4	$1.37M	Sell	63,700 -45,900	-42%	-$919K	0.35%	65
2023 Q3	$2.2M	Buy	+109,600	New	+$2.54M	0.52%	50

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

Huber Capital Management's KVUE Position: Q1 2026 in Review

Huber Capital Management reduced its Kenvue (KVUE) stake by 27% in Q1 2026, selling an estimated $1.46M and leaving 219,000 shares worth $3.78M. The position accounts for 0.58% of the portfolio, ranked #43.

Huber Capital Management first reported a position in KVUE in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.19M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Huber Capital Management held 219,000 shares of Kenvue worth $3.78M as of Q1 2026.
Huber Capital Management sold 81,894 Kenvue shares in Q1 2026, an estimated $1.46M.
Kenvue made up 0.58% of Huber Capital Management's portfolio in Q1 2026, its #43 holding.
Huber Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 10 quarters since.
Huber Capital Management's Kenvue position peaked at $5.19M in Q4 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Huber Capital Management's 13F filing for Q1 2026, filed 12 May 2026.