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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
Q1 		– Sell
-137,500
Closed -$2.37M – 1843
2025
Q4 		$2.37M Buy
+137,500
New +$2.25M 0.02% 715
2024
Q3 		– Sell
-2,000,000
Closed -$36.4M – 1863
2024
Q2 		$36.4M Buy
2,000,000
+1,600,000
+400% +$31M 0.25% 60
2024
Q1 		$8.58M Buy
+400,000
New +$8.12M 0.07% 233

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
Massachusetts Financial Services
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.