Nicholas Hoffman & Company’s Kenvue KVUE Stock Holding History

Nicholas Hoffman & Company’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	$1.24M	Sell	65,089 -1,823	-3%	-$32.1K	0.03%	135
2026 Q1	$1.15M	Sell	66,912 -223	-0.3%	-$3.97K	0.03%	129
2025 Q4	$1.16M	Buy	67,135 +22,273	+50%	+$364K	0.03%	128
2025 Q3	$728K	Hold	44,862	–	–	0.02%	181
2025 Q2	$939K	Sell	44,862 -118	-0.3%	-$2.68K	0.02%	136
2025 Q1	$1.08M	Sell	44,980 -13,410	-23%	-$297K	0.04%	120
2024 Q4	$1.25M	Sell	58,390 -1,425	-2%	-$32.3K	0.05%	102
2024 Q3	$1.38M	Sell	59,815 -915	-2%	-$19K	0.06%	105
2024 Q2	$1.1M	Buy	60,730 +9,872	+19%	+$191K	0.05%	112
2024 Q1	$1.09M	Buy	50,858 +75	+0.1%	+$1.52K	0.06%	111
2023 Q4	$1.09M	Buy	50,783 +25,430	+100%	+$509K	0.07%	111
2023 Q3	$509K	Buy	+25,353	New	+$587K	0.04%	168

Other funds holding KVUE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nicholas Hoffman & Company's KVUE Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its Kenvue (KVUE) stake by 2.7% in Q2 2026, selling an estimated $32.1K and leaving 65,089 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #135.

Nicholas Hoffman & Company first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2024. 514 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Nicholas Hoffman & Company held 65,089 shares of Kenvue worth $1.24M as of Q2 2026.
Nicholas Hoffman & Company sold 1,823 Kenvue shares in Q2 2026, an estimated $32.1K.
Kenvue made up 0.03% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #135 holding.
Nicholas Hoffman & Company first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Nicholas Hoffman & Company's Kenvue position peaked at $1.38M in Q3 2024.
514 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.