KP
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Keel Point’s Kenvue KVUE Stock Holding History

Keel Point’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 		$313K Buy
16,357
+3,294
+25% +$58K 0.02% 372
2026
Q1 		$225K Sell
13,063
-6,667
-34% -$119K 0.01% 415
2025
Q4 		$340K Buy
+19,730
New +$323K 0.02% 382

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

Keel Point's KVUE Position: Q2 2026 in Review

Keel Point increased its Kenvue (KVUE) stake by 25% in Q2 2026, buying an estimated $58K and bringing the position to 16,357 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #372.

Keel Point first reported a position in KVUE in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q4 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Keel Point held 16,357 shares of Kenvue worth $313K as of Q2 2026.
  • Keel Point bought 3,294 Kenvue shares in Q2 2026, an estimated $58K.
  • Kenvue made up 0.02% of Keel Point's portfolio in Q2 2026, its #372 holding.
  • Keel Point first reported a position in Kenvue in Q4 2025 and has held it in 3 quarters since.
  • Keel Point's Kenvue position peaked at $340K in Q4 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.