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
2023 Q4	–	Sell	-265,200	Closed	-$5.33M	–	1060
2023 Q3	$5.33M	Buy	+265,200	New	+$6.14M	0.06%	245

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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.