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	–	Sell	-1,468,400	Closed	-$25.3M	–	6058
2025 Q4	$25.3M	Buy	1,468,400 +1,417,900	+2,808%	+$23.2M	0.01%	1345
2025 Q3	$820K	Sell	50,500 -418,700	-89%	-$8.55M	﹤0.01%	4766
2025 Q2	$9.82M	Buy	469,200 +435,800	+1,305%	+$9.91M	﹤0.01%	2274
2025 Q1	$801K	Sell	33,400 -76,500	-70%	-$1.69M	﹤0.01%	4510
2024 Q4	$2.35M	Sell	109,900 -8,400	-7%	-$190K	﹤0.01%	3498
2024 Q3	$2.74M	Sell	118,300 -35,700	-23%	-$740K	﹤0.01%	3408
2024 Q2	$2.8M	Sell	154,000 -7,500	-5%	-$145K	﹤0.01%	3230
2024 Q1	$3.47M	Sell	161,500 -411,000	-72%	-$8.34M	﹤0.01%	3248
2023 Q4	$12.3M	Buy	572,500 +279,800	+96%	+$5.6M	0.01%	1987
2023 Q3	$5.88M	Buy	+292,700	New	+$6.78M	﹤0.01%	2546

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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.