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Jeffrey Smith’s Kenvue KVUE Stock Holding History

Jeffrey Smith’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 		$522M Hold
27,307,632
– – 11.54% 3
2026
Q1 		$471M Hold
27,307,632
– – 10.29% 2
2025
Q4 		$471M Buy
27,307,632
+6,377,694
+30% +$104M 8.92% 2
2025
Q3 		$340M Hold
20,929,938
– – 6.39% 8
2025
Q2 		$438M Sell
20,929,938
-1,124,062
-5% -$25.6M 7.59% 5
2025
Q1 		$529M Buy
22,054,000
+140,000
+0.6% +$3.1M 9.62% 2
2024
Q4 		$468M Buy
+21,914,000
New +$497M 8.46% 4

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

Jeffrey Smith's KVUE Position: Q2 2026 in Review

Jeffrey Smith held its Kenvue (KVUE) position steady in Q2 2026 at 27,307,632 shares worth $522M. The position accounts for 11.54% of the portfolio, ranked #3.

Jeffrey Smith first reported a position in KVUE in Q4 2024 and has held it in 7 quarters since. The position peaked at $529M in Q1 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Jeffrey Smith held 27,307,632 shares of Kenvue worth $522M as of Q2 2026.
  • Jeffrey Smith left its Kenvue share count unchanged in Q2 2026.
  • Kenvue made up 11.54% of Jeffrey Smith's portfolio in Q2 2026, its #3 holding.
  • Jeffrey Smith first reported a position in Kenvue in Q4 2024 and has held it in 7 quarters since.
  • Jeffrey Smith's Kenvue position peaked at $529M in Q1 2025.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.