LRI Investments’s Kenvue KVUE Stock Holding History

LRI Investments’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	$186K	Sell	9,712 -2,618	-21%	-$46.1K	0.01%	340
2026 Q1	$213K	Buy	12,330 +438	+4%	+$7.8K	0.02%	279
2025 Q4	$205K	Sell	11,892 -1,162	-9%	-$19K	0.02%	277
2025 Q3	$212K	Buy	13,054 +406	+3%	+$8.29K	0.02%	277
2025 Q2	$265K	Sell	12,648 -4,445	-26%	-$101K	0.02%	243
2025 Q1	$410K	Sell	17,093 -788	-4%	-$17.4K	0.04%	185
2024 Q4	$382K	Sell	17,881 -1,351	-7%	-$30.6K	0.04%	171
2024 Q3	$454K	Buy	19,232 +6,331	+49%	+$131K	0.04%	159
2024 Q2	$235K	Buy	12,901 +7,948	+160%	+$154K	0.03%	221
2024 Q1	$106K	Buy	+4,953	New	+$101K	0.03%	195

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LRI Investments's KVUE Position: Q2 2026 in Review

LRI Investments reduced its Kenvue (KVUE) stake by 21% in Q2 2026, selling an estimated $46.1K and leaving 9,712 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #340.

LRI Investments first reported a position in KVUE in Q1 2024 and has held it in 10 quarters since. The position peaked at $454K in Q3 2024. 353 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

LRI Investments held 9,712 shares of Kenvue worth $186K as of Q2 2026.
LRI Investments sold 2,618 Kenvue shares in Q2 2026, an estimated $46.1K.
Kenvue made up 0.01% of LRI Investments's portfolio in Q2 2026, its #340 holding.
LRI Investments first reported a position in Kenvue in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Kenvue position peaked at $454K in Q3 2024.
353 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.