Millennium Management’s Kenvue KVUE Stock Holding History

Millennium 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	$706M	Buy	36,939,026 +5,137,763	+16%	+$90.5M	0.26%	50
2026 Q1	$548M	Buy	31,801,263 +10,000,700	+46%	+$178M	0.23%	62
2025 Q4	$376M	Buy	21,800,563 +16,780,998	+334%	+$274M	0.16%	83
2025 Q3	$81.5M	Buy	5,019,565 +4,213,559	+523%	+$86M	0.03%	548
2025 Q2	$16.9M	Sell	806,006 -1,275,670	-61%	-$29M	0.01%	1751
2025 Q1	$49.9M	Buy	2,081,676 +2,050,490	+6,575%	+$45.4M	0.03%	768
2024 Q4	$666K	Sell	31,186 -3,058,366	-99%	-$69.3M	﹤0.01%	4526
2024 Q3	$71.5M	Buy	3,089,552 +384,505	+14%	+$7.97M	0.03%	606
2024 Q2	$49.2M	Buy	2,705,047 +2,675,450	+9,040%	+$51.8M	0.02%	808
2024 Q1	$635K	Sell	29,597 -2,386,997	-99%	-$48.5M	﹤0.01%	4647
2023 Q4	$52M	Sell	2,416,594 -3,662,852	-60%	-$73.3M	0.02%	762
2023 Q3	$122M	Buy	6,079,446 +5,799,484	+2,072%	+$134M	0.06%	297
2023 Q2	$7.4M	Buy	+279,962	New	+$7.3M	﹤0.01%	2310

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

Millennium Management's KVUE Position: Q2 2026 in Review

Millennium Management increased its Kenvue (KVUE) stake by 16% in Q2 2026, buying an estimated $90.5M and bringing the position to 36,939,026 shares worth $706M. The position accounts for 0.26% of the portfolio, ranked #50.

Millennium Management first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Millennium Management held 36,939,026 shares of Kenvue worth $706M as of Q2 2026.
Millennium Management bought 5,137,763 Kenvue shares in Q2 2026, an estimated $90.5M.
Kenvue made up 0.26% of Millennium Management's portfolio in Q2 2026, its #50 holding.
Millennium Management first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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