Michael Gelband’s Kenvue KVUE Stock Holding History

Michael Gelband’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	$23.6M	Buy	1,236,134 +846,996	+218%	+$14.9M	0.15%	104
2026 Q1	$6.71M	Sell	389,138 -702,734	-64%	-$12.5M	0.05%	347
2025 Q4	$18.8M	Buy	1,091,872 +736,046	+207%	+$12M	0.15%	113
2025 Q3	$5.78M	Buy	+355,826	New	+$7.26M	0.06%	358
2024 Q4	–	Sell	-1,886,116	Closed	-$43.6M	–	1790
2024 Q3	$43.6M	Buy	1,886,116 +1,142,011	+153%	+$23.7M	0.27%	53
2024 Q2	$13.5M	Buy	+744,105	New	+$14.4M	0.09%	197
2024 Q1	–	Sell	-400,107	Closed	-$8.12M	–	1744
2023 Q4	$8.61M	Sell	400,107 -647,633	-62%	-$13M	0.06%	228
2023 Q3	$21M	Sell	1,047,740 -367,271	-26%	-$8.5M	0.2%	90
2023 Q2	$37.4M	Buy	+1,415,011	New	+$36.9M	0.3%	52

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

Michael Gelband's KVUE Position: Q2 2026 in Review

Michael Gelband increased its Kenvue (KVUE) stake by 218% in Q2 2026, buying an estimated $14.9M and bringing the position to 1,236,134 shares worth $23.6M. The position accounts for 0.15% of the portfolio, ranked #104.

Michael Gelband first reported a position in KVUE in Q2 2023 and has held it in 9 quarters since. The position peaked at $43.6M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Michael Gelband held 1,236,134 shares of Kenvue worth $23.6M as of Q2 2026.
Michael Gelband bought 846,996 Kenvue shares in Q2 2026, an estimated $14.9M.
Kenvue made up 0.15% of Michael Gelband's portfolio in Q2 2026, its #104 holding.
Michael Gelband first reported a position in Kenvue in Q2 2023 and has held it in 9 quarters since.
Michael Gelband's Kenvue position peaked at $43.6M in Q3 2024.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.