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Independent Financial Group’s Kenvue KVUE Stock Holding History

Independent Financial Group’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 		– Sell
-12,259
Closed -$211K – 1597
2026
Q1 		$211K Buy
+12,259
New +$218K ﹤0.01% 1350
2025
Q4 		– Sell
-27,557
Closed -$447K – 1448
2025
Q3 		$447K Buy
+27,557
New +$563K 0.01% 906

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Financial Group's KVUE Position: Q2 2026 in Review

Independent Financial Group sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 12,259 shares — an estimated $211K sold.

Independent Financial Group first reported a position in KVUE in Q3 2025 and held it in 2 quarters. The position peaked at $447K in Q3 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Independent Financial Group reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 12,259 Kenvue shares in Q2 2026, an estimated $211K.
  • Independent Financial Group first reported a position in Kenvue in Q3 2025 and held it in 2 quarters.
  • Independent Financial Group's Kenvue position peaked at $447K in Q3 2025.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.