LP
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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
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.