Mizuho Markets Americas’s Kenvue KVUE Stock Holding History

Mizuho Markets Americas’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	$10.8M	Sell	566,327 -1,557,594	-73%	-$27.4M	0.17%	102
2026 Q1	$36.6M	Sell	2,123,921 -12,030,014	-85%	-$214M	1%	29
2025 Q4	$244M	Buy	14,153,935 +320,537	+2%	+$5.24M	4.72%	4
2025 Q3	$225M	Buy	13,833,398 +13,819,757	+101,310%	+$282M	4.23%	7
2025 Q2	$286K	Sell	13,641 -46,003	-77%	-$1.05M	0.01%	110
2025 Q1	$1.43M	Sell	59,644 -57,154	-49%	-$1.27M	0.03%	129
2024 Q4	$2.49M	Sell	116,798 -1,693,605	-94%	-$38.4M	0.04%	175
2024 Q3	$41.9M	Buy	1,810,403 +1,489,647	+464%	+$30.9M	0.86%	28
2024 Q2	$5.83M	Sell	320,756 -163,047	-34%	-$3.16M	0.14%	115
2024 Q1	$10.4M	Buy	483,803 +257,428	+114%	+$5.23M	0.26%	98
2023 Q4	$4.87M	Buy	+226,375	New	+$4.53M	0.14%	94

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

Mizuho Markets Americas's KVUE Position: Q2 2026 in Review

Mizuho Markets Americas reduced its Kenvue (KVUE) stake by 73% in Q2 2026, selling an estimated $27.4M and leaving 566,327 shares worth $10.8M. The position accounts for 0.17% of the portfolio, ranked #102.

Mizuho Markets Americas first reported a position in KVUE in Q4 2023 and has held it in 11 quarters since. The position peaked at $244M in Q4 2025. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Mizuho Markets Americas held 566,327 shares of Kenvue worth $10.8M as of Q2 2026.
Mizuho Markets Americas sold 1,557,594 Kenvue shares in Q2 2026, an estimated $27.4M.
Kenvue made up 0.17% of Mizuho Markets Americas's portfolio in Q2 2026, its #102 holding.
Mizuho Markets Americas first reported a position in Kenvue in Q4 2023 and has held it in 11 quarters since.
Mizuho Markets Americas's Kenvue position peaked at $244M in Q4 2025.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Mizuho Markets Americas's 13F filing for Q2 2026, filed 24 Jul 2026.