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KVUE icon

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
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

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

LMR Partners's KVUE Position: Q1 2026 in Review

LMR Partners increased its Kenvue (KVUE) stake by 20% in Q1 2026, buying an estimated $14.7M and bringing the position to 5,012,829 shares worth $86.4M. The position accounts for 0.19% of the portfolio, ranked #52.

LMR Partners first reported a position in KVUE in Q3 2023 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • LMR Partners held 5,012,829 shares of Kenvue worth $86.4M as of Q1 2026.
  • LMR Partners bought 826,045 Kenvue shares in Q1 2026, an estimated $14.7M.
  • Kenvue made up 0.19% of LMR Partners's portfolio in Q1 2026, its #52 holding.
  • LMR Partners first reported a position in Kenvue in Q3 2023 and has held it in 6 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.