LifePlan Financial’s Kenvue KVUE Stock Holding History

LifePlan Financial’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	–	Sell	-16,031	Closed	-$276K	–	91
2026 Q1	$276K	Sell	16,031 -1,219	-7%	-$21.7K	0.2%	79
2025 Q4	$298K	Sell	17,250 -1,020	-6%	-$16.7K	0.23%	79
2025 Q3	$297K	Sell	18,270 -639	-3%	-$13K	0.23%	74
2025 Q2	$396K	Buy	18,909 +4,928	+35%	+$112K	0.33%	74
2025 Q1	$335K	Sell	13,981 -222	-2%	-$4.92K	0.29%	77
2024 Q4	$303K	Sell	14,203 -908	-6%	-$20.6K	0.27%	80
2024 Q3	$350K	Buy	15,111 +116	+0.8%	+$2.4K	0.3%	80
2024 Q2	$273K	Buy	+14,995	New	+$291K	0.25%	82

Other funds holding KVUE

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

LifePlan Financial's KVUE Position: Q2 2026 in Review

LifePlan Financial sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 16,031 shares — an estimated $276K sold.

LifePlan Financial first reported a position in KVUE in Q2 2024 and held it in 8 quarters. The position peaked at $396K in Q2 2025. 471 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

LifePlan Financial reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
LifePlan Financial sold 16,031 Kenvue shares in Q2 2026, an estimated $276K.
LifePlan Financial first reported a position in Kenvue in Q2 2024 and held it in 8 quarters.
LifePlan Financial's Kenvue position peaked at $396K in Q2 2025.
471 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.