Lazard Asset Management
KVUE icon

Lazard Asset Management’s Kenvue KVUE Stock Holding History

Lazard Asset 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
2026
Q1 		$73.9M Sell
4,286,035
-925,250
-18% -$16.5M 0.12% 173
2025
Q4 		$89.9M Sell
5,211,285
-3,009,974
-37% -$49.2M 0.15% 149
2025
Q3 		$133M Buy
8,221,259
+2,880,851
+54% +$58.8M 0.18% 122
2025
Q2 		$112M Buy
5,340,408
+2,601,440
+95% +$59.2M 0.15% 124
2025
Q1 		$65.7M Buy
2,738,968
+520,743
+23% +$11.5M 0.1% 156
2024
Q4 		$47.4M Buy
2,218,225
+1,326,321
+149% +$30.1M 0.07% 201
2024
Q3 		$20.6M Sell
891,904
-11,918
-1% -$247K 0.03% 332
2024
Q2 		$16.4M Buy
903,822
+75,044
+9% +$1.45M 0.02% 418
2024
Q1 		$17.8M Buy
828,778
+285,128
+52% +$5.79M 0.02% 407
2023
Q4 		$11.7M Sell
543,650
-6,994,519
-93% -$140M 0.01% 514
2023
Q3 		$151M Buy
7,538,169
+7,520,578
+42,752% +$174M 0.21% 105
2023
Q2 		$464K Buy
+17,591
New +$458K ﹤0.01% 1140

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lazard Asset Management's KVUE Position: Q1 2026 in Review

Lazard Asset Management reduced its Kenvue (KVUE) stake by 18% in Q1 2026, selling an estimated $16.5M and leaving 4,286,035 shares worth $73.9M. The position accounts for 0.12% of the portfolio, ranked #173.

Lazard Asset Management first reported a position in KVUE in Q2 2023 and has held it in 12 quarters since. The position peaked at $151M in Q3 2023. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Lazard Asset Management held 4,286,035 shares of Kenvue worth $73.9M as of Q1 2026.
  • Lazard Asset Management sold 925,250 Kenvue shares in Q1 2026, an estimated $16.5M.
  • Kenvue made up 0.12% of Lazard Asset Management's portfolio in Q1 2026, its #173 holding.
  • Lazard Asset Management first reported a position in Kenvue in Q2 2023 and has held it in 12 quarters since.
  • Lazard Asset Management's Kenvue position peaked at $151M in Q3 2023.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.