KA
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Kerrisdale Advisers’s Kenvue KVUE Stock Holding History

Kerrisdale Advisers’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 		$3.26M Hold
170,807
– – 0.82% 25
2026
Q1 		$2.94M Sell
170,807
-173,030
-50% -$3.08M 1.12% 25
2025
Q4 		$5.93M Buy
343,837
+179,617
+109% +$2.94M 2.79% 9
2025
Q3 		$2.67M Buy
+164,220
New +$3.35M 1.38% 23

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

Kerrisdale Advisers's KVUE Position: Q2 2026 in Review

Kerrisdale Advisers held its Kenvue (KVUE) position steady in Q2 2026 at 170,807 shares worth $3.26M. The position accounts for 0.82% of the portfolio, ranked #25.

Kerrisdale Advisers first reported a position in KVUE in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.93M in Q4 2025. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Kerrisdale Advisers held 170,807 shares of Kenvue worth $3.26M as of Q2 2026.
  • Kerrisdale Advisers left its Kenvue share count unchanged in Q2 2026.
  • Kenvue made up 0.82% of Kerrisdale Advisers's portfolio in Q2 2026, its #25 holding.
  • Kerrisdale Advisers first reported a position in Kenvue in Q3 2025 and has held it in 4 quarters since.
  • Kerrisdale Advisers's Kenvue position peaked at $5.93M in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.