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Institute for Wealth Management’s Kenvue KVUE Stock Holding History

Institute for Wealth 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 		$2.34M Buy
122,571
+2
+0% +$35 0.21% 95
2026
Q1 		$2.11M Buy
122,569
+59,195
+93% +$1.05M 0.23% 101
2025
Q4 		$1.09M Buy
+63,374
New +$1.04M 0.12% 179

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

Institute for Wealth Management's KVUE Position: Q2 2026 in Review

Institute for Wealth Management increased its Kenvue (KVUE) stake by 0% in Q2 2026, buying an estimated $35 and bringing the position to 122,571 shares worth $2.34M. The position accounts for 0.21% of the portfolio, ranked #95.

Institute for Wealth Management first reported a position in KVUE in Q4 2025 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Institute for Wealth Management held 122,571 shares of Kenvue worth $2.34M as of Q2 2026.
  • Institute for Wealth Management bought 2 Kenvue shares in Q2 2026, an estimated $35.
  • Kenvue made up 0.21% of Institute for Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Institute for Wealth Management first reported a position in Kenvue in Q4 2025 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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