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Meag Munich Ergo’s Kenvue KVUE Stock Holding History

Meag Munich Ergo’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
Q2 		$30M Sell
1,432,579
-115,542
-7% -$2.63M 0.85% 49
2025
Q1 		$37.1M Sell
1,548,121
-84,463
-5% -$1.87M 1.09% 45
2024
Q4 		$34.6M Sell
1,632,584
-224,319
-12% -$5.09M 1.09% 47
2024
Q3 		$43M Sell
1,856,903
-310,296
-14% -$6.43M 1.35% 36
2024
Q2 		$39.4M Sell
2,167,199
-313,978
-13% -$6.08M 1.31% 36
2024
Q1 		$53.2M Buy
+2,481,177
New +$50.4M 1.93% 16

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meag Munich Ergo's KVUE Position: Q2 2025 in Review

Meag Munich Ergo reduced its Kenvue (KVUE) stake by 7.5% in Q2 2025, selling an estimated $2.63M and leaving 1,432,579 shares worth $30M. The position accounts for 0.85% of the portfolio, ranked #49.

Meag Munich Ergo first reported a position in KVUE in Q1 2024 and has held it in 6 quarters since. The position peaked at $53.2M in Q1 2024. 1,106 funds tracked by Wall St. Rank hold KVUE as of Q2 2025.

  • Meag Munich Ergo held 1,432,579 shares of Kenvue worth $30M as of Q2 2025.
  • Meag Munich Ergo sold 115,542 Kenvue shares in Q2 2025, an estimated $2.63M.
  • Kenvue made up 0.85% of Meag Munich Ergo's portfolio in Q2 2025, its #49 holding.
  • Meag Munich Ergo first reported a position in Kenvue in Q1 2024 and has held it in 6 quarters since.
  • Meag Munich Ergo's Kenvue position peaked at $53.2M in Q1 2024.
  • 1,106 funds tracked by Wall St. Rank held Kenvue as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.