Longfellow Investment Management’s Kenvue KVUE Stock Holding History

Longfellow Investment Management’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
2025 Q4	–	Sell	-25,742	Closed	-$418K	–	256
2025 Q3	$418K	Buy	25,742 +25,662	+32,078%	+$524K	0.1%	131
2025 Q2	$1.67K	Hold	80	–	–	﹤0.01%	232
2025 Q1	$1.92K	Sell	80 -13,225	-99%	-$293K	﹤0.01%	224
2024 Q4	$284K	Sell	13,305 -16,218	-55%	-$368K	0.07%	127
2024 Q3	$683K	Buy	29,523 +11,459	+63%	+$237K	0.17%	77
2024 Q2	$328K	Buy	18,064 +120	+0.7%	+$2.33K	0.08%	116
2024 Q1	$385K	Buy	17,944 +3,461	+24%	+$70.3K	0.09%	110
2023 Q4	$312K	Buy	+14,483	New	+$290K	0.08%	121

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Longfellow Investment Management's KVUE Position: Q4 2025 in Review

Longfellow Investment Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 25,742 shares — an estimated $418K sold.

Longfellow Investment Management first reported a position in KVUE in Q4 2023 and held it in 8 quarters. The position peaked at $683K in Q3 2024. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Longfellow Investment Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Longfellow Investment Management sold 25,742 Kenvue shares in Q4 2025, an estimated $418K.
Longfellow Investment Management first reported a position in Kenvue in Q4 2023 and held it in 8 quarters.
Longfellow Investment Management's Kenvue position peaked at $683K in Q3 2024.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Longfellow Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.