LMR Partners’s Kenvue KVUE Stock Holding History

LMR 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
2026 Q2	–	Sell	-40,000	Closed	-$690K	–	1655
2026 Q1	$690K	Sell	40,000 -50,000	-56%	-$890K	﹤0.01%	1044
2025 Q4	$1.55M	Buy	90,000 +50,000	+125%	+$817K	﹤0.01%	877
2025 Q3	$649K	Buy	40,000 +18,300	+84%	+$374K	﹤0.01%	1046
2025 Q2	$454K	Buy	+21,700	New	+$494K	﹤0.01%	971
2024 Q1	–	Sell	-250,000	Closed	-$5.38M	–	1242
2023 Q4	$5.38M	Buy	250,000 +150,000	+150%	+$3M	0.06%	292
2023 Q3	$2.01M	Buy	+100,000	New	+$2.31M	0.02%	401

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

LMR Partners's KVUE Position: Q2 2026 in Review

LMR Partners reduced its Kenvue (KVUE) stake by 70% in Q2 2026, selling an estimated $61.8M and leaving 1,505,465 shares worth $28.8M. The position accounts for 0.11% of the portfolio, ranked #178.

LMR Partners first reported a position in KVUE in Q3 2023 and has held it in 7 quarters since. The position peaked at $86.4M in Q1 2026. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

LMR Partners held 1,505,465 shares of Kenvue worth $28.8M as of Q2 2026.
LMR Partners sold 3,507,364 Kenvue shares in Q2 2026, an estimated $61.8M.
Kenvue made up 0.11% of LMR Partners's portfolio in Q2 2026, its #178 holding.
LMR Partners first reported a position in Kenvue in Q3 2023 and has held it in 7 quarters since.
LMR Partners's Kenvue position peaked at $86.4M in Q1 2026.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.