Keeler Thomas Management’s Kenvue KVUE Stock Holding History

Keeler Thomas Management’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
2025 Q4	–	Sell	-12,623	Closed	-$205K	–	103
2025 Q3	$205K	Sell	12,623 -189	-1%	-$3.86K	0.08%	105
2025 Q2	$268K	Sell	12,812 -91,481	-88%	-$2.08M	0.12%	102
2025 Q1	$2.5M	Sell	104,293 -91,138	-47%	-$2.02M	1.23%	27
2024 Q4	$4.17M	Sell	195,431 -4,871	-2%	-$110K	1.49%	33
2024 Q3	$4.63M	Buy	200,302 +24,913	+14%	+$516K	1.47%	30
2024 Q2	$3.26M	Sell	175,389 -21,727	-11%	-$421K	1.11%	40
2024 Q1	$4.23M	Buy	+197,116	New	+$4M	1.45%	32

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keeler Thomas Management's KVUE Position: Q4 2025 in Review

Keeler Thomas Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 12,623 shares — an estimated $205K sold.

Keeler Thomas Management first reported a position in KVUE in Q1 2024 and held it in 7 quarters. The position peaked at $4.63M in Q3 2024. 1,048 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Keeler Thomas Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Keeler Thomas Management sold 12,623 Kenvue shares in Q4 2025, an estimated $205K.
Keeler Thomas Management first reported a position in Kenvue in Q1 2024 and held it in 7 quarters.
Keeler Thomas Management's Kenvue position peaked at $4.63M in Q3 2024.
1,048 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Keeler Thomas Management's 13F filing for Q4 2025, filed 12 Feb 2026.