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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Mount Yale Investment Advisors's KVUE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Kenvue (KVUE) stake by 51% in Q1 2026, buying an estimated $115K and bringing the position to 19,188 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #853.

Mount Yale Investment Advisors first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $804K in Q1 2025. 1,015 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Mount Yale Investment Advisors held 19,188 shares of Kenvue worth $331K as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,465 Kenvue shares in Q1 2026, an estimated $115K.
  • Kenvue made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #853 holding.
  • Mount Yale Investment Advisors first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
  • Mount Yale Investment Advisors's Kenvue position peaked at $804K in Q1 2025.
  • 1,015 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.