Mount Yale Investment Advisors’s Kenvue KVUE Stock Holding History

Mount Yale Investment Advisors’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	$394K	Buy	20,607 +1,419	+7%	+$25K	0.01%	874
2026 Q1	$331K	Buy	19,188 +6,465	+51%	+$115K	0.01%	853
2025 Q4	$219K	Sell	12,723 -3,717	-23%	-$60.8K	0.01%	672
2025 Q3	$267K	Sell	16,440 -1,425	-8%	-$29.1K	0.02%	549
2025 Q2	$374K	Sell	17,865 -15,649	-47%	-$356K	0.03%	409
2025 Q1	$804K	Sell	33,514 -1,085	-3%	-$24K	0.07%	233
2024 Q4	$739K	Buy	34,599 +11,632	+51%	+$264K	0.06%	260
2024 Q3	$531K	Sell	22,967 -383	-2%	-$7.94K	0.05%	332
2024 Q2	$425K	Sell	23,350 -4,404	-16%	-$85.3K	0.03%	371
2024 Q1	$596K	Buy	27,754 +16,862	+155%	+$342K	0.05%	317
2023 Q4	$235K	Buy	10,892 +3	+0%	+$60	0.02%	455
2023 Q3	$219K	Buy	+10,889	New	+$252K	0.02%	460

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's KVUE Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Kenvue (KVUE) stake by 7.4% in Q2 2026, buying an estimated $25K and bringing the position to 20,607 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #874.

Mount Yale Investment Advisors first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $804K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Mount Yale Investment Advisors held 20,607 shares of Kenvue worth $394K as of Q2 2026.
Mount Yale Investment Advisors bought 1,419 Kenvue shares in Q2 2026, an estimated $25K.
Kenvue made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #874 holding.
Mount Yale Investment Advisors first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Mount Yale Investment Advisors's Kenvue position peaked at $804K in Q1 2025.
1,013 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.