Millstone Evans Group’s Kenvue KVUE Stock Holding History

Millstone Evans Group’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	$455K	Sell	23,802 -1,245	-5%	-$21.9K	0.25%	69
2026 Q1	$432K	Hold	25,047	–	–	0.26%	73
2025 Q4	$432K	Sell	25,047 -112	-0.4%	-$1.83K	0.25%	71
2025 Q3	$408K	Hold	25,159	–	–	0.26%	67
2025 Q2	$527K	Hold	25,159	–	–	0.36%	54
2025 Q1	$603K	Sell	25,159 -1,284	-5%	-$28.4K	0.41%	49
2024 Q4	$565K	Buy	+26,443	New	+$600K	0.38%	52

Other funds holding KVUE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millstone Evans Group's KVUE Position: Q2 2026 in Review

Millstone Evans Group reduced its Kenvue (KVUE) stake by 5% in Q2 2026, selling an estimated $21.9K and leaving 23,802 shares worth $455K. The position accounts for 0.25% of the portfolio, ranked #69.

Millstone Evans Group first reported a position in KVUE in Q4 2024 and has held it in 7 quarters since. The position peaked at $603K in Q1 2025. 784 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Millstone Evans Group held 23,802 shares of Kenvue worth $455K as of Q2 2026.
Millstone Evans Group sold 1,245 Kenvue shares in Q2 2026, an estimated $21.9K.
Kenvue made up 0.25% of Millstone Evans Group's portfolio in Q2 2026, its #69 holding.
Millstone Evans Group first reported a position in Kenvue in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Kenvue position peaked at $603K in Q1 2025.
784 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.