John Overdeck’s Kenvue KVUE Stock Holding History

John Overdeck’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	$3.59M	Buy	+187,937	New	+$3.31M	﹤0.01%	2479
2025 Q4	–	Sell	-10,868	Closed	-$176K	–	4258
2025 Q3	$176K	Buy	+10,868	New	+$222K	﹤0.01%	3397
2024 Q4	–	Sell	-91,661	Closed	-$2.12M	–	3357
2024 Q3	$2.12M	Buy	91,661 +781	+0.9%	+$16.2K	﹤0.01%	1648
2024 Q2	$1.65M	Buy	90,880 +459	+0.5%	+$8.89K	﹤0.01%	1674
2024 Q1	$1.94M	Hold	90,421	–	–	﹤0.01%	1507
2023 Q4	$1.95M	Buy	+90,421	New	+$1.81M	﹤0.01%	1580

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

John Overdeck's KVUE Position: Q2 2026 in Review

John Overdeck opened a new position in Kenvue (KVUE) in Q2 2026: 187,937 shares worth $3.59M. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings. This is a return to the name: John Overdeck previously reported a position in KVUE as recently as Q3 2025.

John Overdeck first reported a position in KVUE in Q4 2023 and has held it in 6 quarters since. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

John Overdeck held 187,937 shares of Kenvue worth $3.59M as of Q2 2026.
Kenvue was a new John Overdeck position in Q2 2026.
Kenvue made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2479 holding.
John Overdeck first reported a position in Kenvue in Q4 2023 and has held it in 6 quarters since.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.