Nine Masts Capital
KVUE icon

Nine Masts Capital’s Kenvue KVUE Stock Holding History

Nine Masts Capital’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 		$20.3M Buy
1,059,993
+445,124
+72% +$7.84M 2.04% 8
2026
Q1 		$10.6M Buy
614,869
+421,006
+217% +$7.5M 1.53% 16
2025
Q4 		$3.34M Buy
+193,863
New +$3.17M 0.58% 26

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 $3.38T AUM 44.17% 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
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Independent Franchise Partners
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

Nine Masts Capital's KVUE Position: Q2 2026 in Review

Nine Masts Capital increased its Kenvue (KVUE) stake by 72% in Q2 2026, buying an estimated $7.84M and bringing the position to 1,059,993 shares worth $20.3M. The position accounts for 2.04% of the portfolio, ranked #8.

Nine Masts Capital first reported a position in KVUE in Q4 2025 and has held it in 3 quarters since. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Nine Masts Capital held 1,059,993 shares of Kenvue worth $20.3M as of Q2 2026.
  • Nine Masts Capital bought 445,124 Kenvue shares in Q2 2026, an estimated $7.84M.
  • Kenvue made up 2.04% of Nine Masts Capital's portfolio in Q2 2026, its #8 holding.
  • Nine Masts Capital first reported a position in Kenvue in Q4 2025 and has held it in 3 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Nine Masts Capital's 13F filing for Q2 2026, filed 7 Aug 2026.