Meiji Yasuda Asset Management’s Kenvue KVUE Stock Holding History

Meiji Yasuda Asset 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	$859K	Buy	44,936 +4,800	+12%	+$84.6K	0.04%	292
2026 Q1	$692K	Sell	40,136 -1,853	-4%	-$33K	0.03%	300
2025 Q4	$724K	Sell	41,989 -572	-1%	-$9.35K	0.03%	285
2025 Q3	$691K	Sell	42,561 -3,976	-9%	-$81.2K	0.03%	293
2025 Q2	$974K	Sell	46,537 -20,199	-30%	-$459K	0.05%	262
2025 Q1	$1.6M	Buy	66,736 +1,360	+2%	+$30.1K	0.06%	262
2024 Q4	$1.4M	Buy	65,376 +2,041	+3%	+$46.3K	0.05%	267
2024 Q3	$1.46M	Sell	63,335 -1,130	-2%	-$23.4K	0.06%	272
2024 Q2	$1.17M	Buy	64,465 +10,425	+19%	+$202K	0.05%	286
2024 Q1	$1.16M	Buy	54,040 +4,960	+10%	+$101K	0.05%	287
2023 Q4	$1.06M	Buy	49,080 +6,540	+15%	+$131K	0.05%	312
2023 Q3	$854K	Buy	+42,540	New	+$985K	0.04%	349

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

Meiji Yasuda Asset Management's KVUE Position: Q2 2026 in Review

Meiji Yasuda Asset Management increased its Kenvue (KVUE) stake by 12% in Q2 2026, buying an estimated $84.6K and bringing the position to 44,936 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #292.

Meiji Yasuda Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2025. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Meiji Yasuda Asset Management held 44,936 shares of Kenvue worth $859K as of Q2 2026.
Meiji Yasuda Asset Management bought 4,800 Kenvue shares in Q2 2026, an estimated $84.6K.
Kenvue made up 0.04% of Meiji Yasuda Asset Management's portfolio in Q2 2026, its #292 holding.
Meiji Yasuda Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Meiji Yasuda Asset Management's Kenvue position peaked at $1.6M in Q1 2025.
1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Meiji Yasuda Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.