Lorne Steinberg Wealth Management’s Kenvue KVUE Stock Holding History

Lorne Steinberg Wealth 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
2026 Q2	$3.77M	Buy	197,165 +5,810	+3%	+$102K	0.77%	46
2026 Q1	$3.3M	Buy	191,355 +1,770	+0.9%	+$31.5K	0.78%	46
2025 Q4	$3.27M	Sell	189,585 -1,175	-0.6%	-$19.2K	0.75%	48
2025 Q3	$3.1M	Buy	190,760 +3,690	+2%	+$75.3K	0.75%	48
2025 Q2	$3.92M	Sell	187,070 -1,225	-0.7%	-$27.9K	1.02%	43
2025 Q1	$4.52M	Buy	188,295 +2,015	+1%	+$44.6K	1.32%	40
2024 Q4	$3.98M	Buy	186,280 +5,650	+3%	+$128K	1.15%	40
2024 Q3	$4.18M	Buy	180,630 +25,940	+17%	+$537K	1.21%	41
2024 Q2	$2.81M	Buy	154,690 +57,375	+59%	+$1.11M	0.91%	49
2024 Q1	$2.09M	Buy	97,315 +715	+0.7%	+$14.5K	0.65%	51
2023 Q4	$2.08M	Buy	96,600 +360	+0.4%	+$7.21K	0.7%	53
2023 Q3	$1.93M	Buy	+96,240	New	+$2.23M	0.74%	52

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

Lorne Steinberg Wealth Management's KVUE Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Kenvue (KVUE) stake by 3% in Q2 2026, buying an estimated $102K and bringing the position to 197,165 shares worth $3.77M. The position accounts for 0.77% of the portfolio, ranked #46.

Lorne Steinberg Wealth Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.52M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Lorne Steinberg Wealth Management held 197,165 shares of Kenvue worth $3.77M as of Q2 2026.
Lorne Steinberg Wealth Management bought 5,810 Kenvue shares in Q2 2026, an estimated $102K.
Kenvue made up 0.77% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #46 holding.
Lorne Steinberg Wealth Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Lorne Steinberg Wealth Management's Kenvue position peaked at $4.52M in Q1 2025.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.