Kintayl Capital’s Kenvue KVUE Stock Holding History

Kintayl Capital’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	$7.09M	Sell	371,222 -240,155	-39%	-$4.23M	2.82%	11
2026 Q1	$10.5M	Buy	611,377 +258,643	+73%	+$4.61M	5.49%	5
2025 Q4	$6.08M	Buy	+352,734	New	+$5.77M	3.67%	8
2025 Q3	–	Sell	-212,112	Closed	-$4.44M	–	46
2025 Q2	$4.44M	Buy	+212,112	New	+$4.82M	2.45%	15

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

Kintayl Capital's KVUE Position: Q2 2026 in Review

Kintayl Capital reduced its Kenvue (KVUE) stake by 39% in Q2 2026, selling an estimated $4.23M and leaving 371,222 shares worth $7.09M. The position accounts for 2.82% of the portfolio, ranked #11.

Kintayl Capital first reported a position in KVUE in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.5M in Q1 2026. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Kintayl Capital held 371,222 shares of Kenvue worth $7.09M as of Q2 2026.
Kintayl Capital sold 240,155 Kenvue shares in Q2 2026, an estimated $4.23M.
Kenvue made up 2.82% of Kintayl Capital's portfolio in Q2 2026, its #11 holding.
Kintayl Capital first reported a position in Kenvue in Q2 2025 and has held it in 4 quarters since.
Kintayl Capital's Kenvue position peaked at $10.5M in Q1 2026.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Kintayl Capital's 13F filing for Q2 2026, filed 14 Aug 2026.