Morgan Stanley
KVUE icon

Morgan Stanley’s Kenvue KVUE Stock Holding History

Morgan Stanley’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 		$474M Buy
24,800,330
+3,426,964
+16% +$60.4M 0.03% 596
2026
Q1 		$368M Buy
21,373,366
+4,144,404
+24% +$73.8M 0.02% 656
2025
Q4 		$297M Sell
17,228,962
-2,266,452
-12% -$37.1M 0.02% 751
2025
Q3 		$316M Buy
19,495,414
+332,458
+2% +$6.79M 0.02% 697
2025
Q2 		$401M Sell
19,162,956
-2,046,628
-10% -$46.6M 0.03% 579
2025
Q1 		$509M Buy
21,209,584
+3,116,200
+17% +$69M 0.04% 458
2024
Q4 		$386M Buy
18,093,384
+1,849,051
+11% +$41.9M 0.03% 564
2024
Q3 		$376M Buy
16,244,333
+198,626
+1% +$4.12M 0.03% 571
2024
Q2 		$292M Sell
16,045,707
-760,670
-5% -$14.7M 0.02% 643
2024
Q1 		$361M Sell
16,806,377
-18,458,517
-52% -$375M 0.03% 566
2023
Q4 		$759M Buy
35,264,894
+4,102,280
+13% +$82.1M 0.07% 272
2023
Q3 		$626M Buy
31,162,614
+30,413,040
+4,057% +$704M 0.06% 286
2023
Q2 		$19.8M Buy
+749,574
New +$19.5M ﹤0.01% 2485

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley's KVUE Position: Q2 2026 in Review

Morgan Stanley increased its Kenvue (KVUE) stake by 16% in Q2 2026, buying an estimated $60.4M and bringing the position to 24,800,330 shares worth $474M. The position accounts for 0.03% of the portfolio, ranked #596.

Morgan Stanley first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $759M in Q4 2023. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Morgan Stanley held 24,800,330 shares of Kenvue worth $474M as of Q2 2026.
  • Morgan Stanley bought 3,426,964 Kenvue shares in Q2 2026, an estimated $60.4M.
  • Kenvue made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #596 holding.
  • Morgan Stanley first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
  • Morgan Stanley's Kenvue position peaked at $759M in Q4 2023.
  • 1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.