Massachusetts Financial Services
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Massachusetts Financial Services’s Kenvue KVUE Stock Holding History

Massachusetts Financial Services’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 		$862M Sell
44,715,586
-5,028,398
-10% -$88.6M 0.27% 96
2026
Q1 		$866M Sell
49,743,984
-18,742,394
-27% -$334M 0.29% 91
2025
Q4 		$1.18B Sell
68,486,378
-18,866,299
-22% -$308M 0.38% 75
2025
Q3 		$1.42B Sell
87,352,677
-3,862,828
-4% -$78.9M 0.44% 67
2025
Q2 		$1.91B Sell
91,215,505
-5,656,226
-6% -$129M 0.61% 41
2025
Q1 		$2.32B Sell
96,871,731
-789,613
-0.8% -$17.5M 0.77% 22
2024
Q4 		$2.09B Buy
97,661,344
+10,682,003
+12% +$242M 0.66% 31
2024
Q3 		$2.01B Buy
86,979,341
+7,115,374
+9% +$147M 0.6% 43
2024
Q2 		$1.45B Buy
79,863,967
+7,023,047
+10% +$136M 0.45% 64
2024
Q1 		$1.56B Buy
72,840,920
+6,175,466
+9% +$125M 0.47% 60
2023
Q4 		$1.44B Buy
66,665,454
+5,574,265
+9% +$112M 0.46% 60
2023
Q3 		$1.23B Buy
61,091,189
+42,449,470
+228% +$983M 0.43% 72
2023
Q2 		$493M Buy
+18,641,719
New +$486M 0.16% 148

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Massachusetts Financial Services's KVUE Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Kenvue (KVUE) stake by 10% in Q2 2026, selling an estimated $88.6M and leaving 44,715,586 shares worth $862M. The position accounts for 0.27% of the portfolio, ranked #96.

Massachusetts Financial Services first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.32B in Q1 2025. 1,007 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Massachusetts Financial Services held 44,715,586 shares of Kenvue worth $862M as of Q2 2026.
  • Massachusetts Financial Services sold 5,028,398 Kenvue shares in Q2 2026, an estimated $88.6M.
  • Kenvue made up 0.27% of Massachusetts Financial Services's portfolio in Q2 2026, its #96 holding.
  • Massachusetts Financial Services first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
  • Massachusetts Financial Services's Kenvue position peaked at $2.32B in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.