Meridian Financial Partners’s Kenvue KVUE Stock Holding History

Meridian Financial Partners’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	$259K	Sell	13,850 -359	-3%	-$6.33K	0.09%	103
2026 Q1	$238K	Sell	14,209 -445	-3%	-$7.92K	0.09%	108
2025 Q4	$255K	Sell	14,654 -4,932	-25%	-$80.6K	0.1%	98
2025 Q3	$315K	Sell	19,586 -1,414	-7%	-$28.9K	0.13%	89
2025 Q2	$440K	Sell	21,000 -1,049	-5%	-$23.9K	0.21%	73
2025 Q1	$529K	Sell	22,049 -7,169	-25%	-$159K	0.27%	63
2024 Q4	$624K	Sell	29,218 -5,383	-16%	-$122K	0.33%	58
2024 Q3	$800K	Sell	34,601 -329	-0.9%	-$6.82K	0.4%	55
2024 Q2	$640K	Hold	34,930	–	–	0.38%	55
2024 Q1	$668K	Hold	34,930	–	–	0.86%	27
2023 Q4	$731K	Sell	34,930 -192	-0.5%	-$3.84K	0.75%	30
2023 Q3	$697K	Buy	+35,122	New	+$813K	0.71%	32

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Meridian Financial Partners's KVUE Position: Q2 2026 in Review

Meridian Financial Partners reduced its Kenvue (KVUE) stake by 2.5% in Q2 2026, selling an estimated $6.33K and leaving 13,850 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #103.

Meridian Financial Partners first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $800K in Q3 2024. 325 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Meridian Financial Partners held 13,850 shares of Kenvue worth $259K as of Q2 2026.
Meridian Financial Partners sold 359 Kenvue shares in Q2 2026, an estimated $6.33K.
Kenvue made up 0.09% of Meridian Financial Partners's portfolio in Q2 2026, its #103 holding.
Meridian Financial Partners first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Meridian Financial Partners's Kenvue position peaked at $800K in Q3 2024.
325 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.