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Modern Wealth Management’s Kenvue KVUE Stock Holding History

Modern Wealth 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 		$518K Buy
29,777
+5,568
+23% +$99.2K 0.01% 572
2025
Q4 		$418K Buy
24,209
+10,612
+78% +$173K 0.01% 579
2025
Q3 		$221K Buy
13,597
+862
+7% +$17.6K ﹤0.01% 739
2025
Q2 		$267K Sell
12,735
-934
-7% -$21.2K 0.01% 646
2025
Q1 		$328K Buy
13,669
+2,975
+28% +$65.9K 0.01% 502
2024
Q4 		$228K Sell
10,694
-140
-1% -$3.17K 0.01% 524
2024
Q3 		$251K Buy
+10,834
New +$224K 0.02% 377

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Modern Wealth Management's KVUE Position: Q1 2026 in Review

Modern Wealth Management increased its Kenvue (KVUE) stake by 23% in Q1 2026, buying an estimated $99.2K and bringing the position to 29,777 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #572.

Modern Wealth Management first reported a position in KVUE in Q3 2024 and has held it in 7 quarters since. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Modern Wealth Management held 29,777 shares of Kenvue worth $518K as of Q1 2026.
  • Modern Wealth Management bought 5,568 Kenvue shares in Q1 2026, an estimated $99.2K.
  • Kenvue made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #572 holding.
  • Modern Wealth Management first reported a position in Kenvue in Q3 2024 and has held it in 7 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.