Millennium Management
KVUE icon

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
Q1 		$10.3M Sell
599,800
-461,700
-43% -$8.22M ﹤0.01% 2144
2025
Q4 		$18.3M Sell
1,061,500
-53,400
-5% -$873K 0.01% 1664
2025
Q3 		$18.1M Buy
1,114,900
+488,900
+78% +$9.98M 0.01% 1775
2025
Q2 		$13.1M Buy
626,000
+198,000
+46% +$4.5M 0.01% 1984
2025
Q1 		$10.3M Buy
428,000
+226,700
+113% +$5.02M 0.01% 2164
2024
Q4 		$4.3M Sell
201,300
-7,300
-3% -$166K ﹤0.01% 2955
2024
Q3 		$4.82M Buy
208,600
+15,600
+8% +$323K ﹤0.01% 2877
2024
Q2 		$3.51M Buy
193,000
+47,900
+33% +$928K ﹤0.01% 3052
2024
Q1 		$3.11M Sell
145,100
-1,482,200
-91% -$30.1M ﹤0.01% 3329
2023
Q4 		$35M Buy
1,627,300
+186,100
+13% +$3.72M 0.02% 1069
2023
Q3 		$28.9M Buy
+1,441,200
New +$33.4M 0.01% 1122

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Millennium Management's KVUE Position: Q1 2026 in Review

Millennium Management increased its Kenvue (KVUE) stake by 46% in Q1 2026, buying an estimated $178M and bringing the position to 31,801,263 shares worth $548M. The position accounts for 0.23% of the portfolio, ranked #62.

Millennium Management first reported a position in KVUE in Q2 2023 and has held it in 12 quarters since. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Millennium Management held 31,801,263 shares of Kenvue worth $548M as of Q1 2026.
  • Millennium Management bought 10,000,700 Kenvue shares in Q1 2026, an estimated $178M.
  • Kenvue made up 0.23% of Millennium Management's portfolio in Q1 2026, its #62 holding.
  • Millennium Management first reported a position in Kenvue in Q2 2023 and has held it in 12 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.