Jeff Yass’s Kenvue KVUE Stock Holding History

Jeff Yass’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	$44.8M	Sell	2,344,100 -856,500	-27%	-$15.1M	﹤0.01%	1618
2026 Q1	$55.2M	Sell	3,200,600 -3,199,700	-50%	-$57M	0.01%	1219
2025 Q4	$110M	Sell	6,400,300 -9,921,000	-61%	-$162M	0.01%	821
2025 Q3	$265M	Buy	16,321,300 +12,332,000	+309%	+$252M	0.03%	446
2025 Q2	$83.5M	Buy	3,989,300 +2,697,000	+209%	+$61.3M	0.01%	856
2025 Q1	$31M	Buy	1,292,300 +279,700	+28%	+$6.19M	0.01%	1360
2024 Q4	$21.6M	Buy	1,012,600 +316,300	+45%	+$7.17M	﹤0.01%	1804
2024 Q3	$16.1M	Sell	696,300 -2,361,600	-77%	-$48.9M	﹤0.01%	2053
2024 Q2	$55.6M	Buy	3,057,900 +747,500	+32%	+$14.5M	0.01%	921
2024 Q1	$49.6M	Sell	2,310,400 -1,461,300	-39%	-$29.7M	0.01%	1036
2023 Q4	$81.2M	Buy	3,771,700 +1,374,700	+57%	+$27.5M	0.02%	776
2023 Q3	$48.1M	Buy	2,397,000 +1,864,200	+350%	+$43.2M	0.01%	1032
2023 Q2	$14.1M	Buy	+532,800	New	+$13.9M	﹤0.01%	2093

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

Jeff Yass's KVUE Position: Q2 2026 in Review

Jeff Yass reduced its Kenvue (KVUE) stake by 56% in Q2 2026, selling an estimated $11.8M and leaving 531,835 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Jeff Yass first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $435M in Q3 2023. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Jeff Yass held 531,835 shares of Kenvue worth $10.2M as of Q2 2026.
Jeff Yass sold 668,442 Kenvue shares in Q2 2026, an estimated $11.8M.
Kenvue made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3392 holding.
Jeff Yass first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
Jeff Yass's Kenvue position peaked at $435M in Q3 2023.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.