Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kenvue KVUE Stock Holding History

Kovitz Investment Group Partners’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
-44,369
Closed -$720K – 937
2025
Q3 		$720K Sell
44,369
-12,180
-22% -$249K ﹤0.01% 920
2025
Q2 		$1.18M Buy
56,549
+2,581
+5% +$58.7K 0.01% 760
2025
Q1 		$1.29M Sell
53,968
-5,559
-9% -$123K 0.01% 678
2024
Q4 		$1.27M Sell
59,527
-2,277
-4% -$51.6K 0.01% 668
2024
Q3 		$1.13M Buy
61,804
+13,304
+27% +$276K 0.01% 599
2024
Q2 		$882K Sell
48,500
-13,796
-22% -$267K 0.01% 561
2024
Q1 		$1.34M Buy
+62,296
New +$1.26M 0.02% 360

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
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
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
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovitz Investment Group Partners's KVUE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 44,369 shares — an estimated $720K sold.

Kovitz Investment Group Partners first reported a position in KVUE in Q1 2024 and held it in 7 quarters. The position peaked at $1.34M in Q1 2024. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 44,369 Kenvue shares in Q4 2025, an estimated $720K.
  • Kovitz Investment Group Partners first reported a position in Kenvue in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Kenvue position peaked at $1.34M in Q1 2024.
  • 1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.