JG
KVUE icon

Joel Greenblatt’s Kenvue KVUE Stock Holding History

Joel Greenblatt’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 		$49.5M Buy
2,590,678
+355,638
+16% +$6.27M 0.12% 187
2026
Q1 		$38.5M Buy
2,235,040
+353,752
+19% +$6.3M 0.12% 197
2025
Q4 		$32.5M Buy
1,881,288
+863,369
+85% +$14.1M 0.12% 204
2025
Q3 		$16.5M Buy
1,017,919
+221,726
+28% +$4.53M 0.07% 393
2025
Q2 		$16.7M Buy
796,193
+560,781
+238% +$12.8M 0.1% 269
2025
Q1 		$5.65M Buy
235,412
+15,774
+7% +$349K 0.05% 498
2024
Q4 		$4.69M Sell
219,638
-27,534
-11% -$624K 0.04% 523
2024
Q3 		$5.72M Sell
247,172
-516,201
-68% -$10.7M 0.06% 455
2024
Q2 		$13.9M Buy
763,373
+117,057
+18% +$2.27M 0.18% 83
2024
Q1 		$13.9M Buy
646,316
+158,141
+32% +$3.21M 0.21% 65
2023
Q4 		$10.5M Sell
488,175
-262,687
-35% -$5.26M 0.2% 74
2023
Q3 		$15.1M Buy
+750,862
New +$17.4M 0.31% 28

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

Joel Greenblatt's KVUE Position: Q2 2026 in Review

Joel Greenblatt increased its Kenvue (KVUE) stake by 16% in Q2 2026, buying an estimated $6.27M and bringing the position to 2,590,678 shares worth $49.5M. The position accounts for 0.12% of the portfolio, ranked #187.

Joel Greenblatt first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Joel Greenblatt held 2,590,678 shares of Kenvue worth $49.5M as of Q2 2026.
  • Joel Greenblatt bought 355,638 Kenvue shares in Q2 2026, an estimated $6.27M.
  • Kenvue made up 0.12% of Joel Greenblatt's portfolio in Q2 2026, its #187 holding.
  • Joel Greenblatt first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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