Israel Englander’s Kenvue KVUE Stock Holding History

Israel Englander’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	$839K	Buy	+43,900	New	+$774K	﹤0.01%	4441
2026 Q1	–	Sell	-1,468,400	Closed	-$25.3M	–	6058
2025 Q4	$25.3M	Buy	1,468,400 +1,417,900	+2,808%	+$23.2M	0.01%	1345
2025 Q3	$820K	Sell	50,500 -418,700	-89%	-$8.55M	﹤0.01%	4766
2025 Q2	$9.82M	Buy	469,200 +435,800	+1,305%	+$9.91M	﹤0.01%	2274
2025 Q1	$801K	Sell	33,400 -76,500	-70%	-$1.69M	﹤0.01%	4510
2024 Q4	$2.35M	Sell	109,900 -8,400	-7%	-$190K	﹤0.01%	3498
2024 Q3	$2.74M	Sell	118,300 -35,700	-23%	-$740K	﹤0.01%	3408
2024 Q2	$2.8M	Sell	154,000 -7,500	-5%	-$145K	﹤0.01%	3230
2024 Q1	$3.47M	Sell	161,500 -411,000	-72%	-$8.34M	﹤0.01%	3248
2023 Q4	$12.3M	Buy	572,500 +279,800	+96%	+$5.6M	0.01%	1987
2023 Q3	$5.88M	Buy	+292,700	New	+$6.78M	﹤0.01%	2546

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

Israel Englander's KVUE Position: Q2 2026 in Review

Israel Englander increased its Kenvue (KVUE) stake by 16% in Q2 2026, buying an estimated $90.5M and bringing the position to 36,939,026 shares worth $706M. The position accounts for 0.26% of the portfolio, ranked #50.

Israel Englander first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Israel Englander held 36,939,026 shares of Kenvue worth $706M as of Q2 2026.
Israel Englander bought 5,137,763 Kenvue shares in Q2 2026, an estimated $90.5M.
Kenvue made up 0.26% of Israel Englander's portfolio in Q2 2026, its #50 holding.
Israel Englander first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.