Nissay Asset Management’s Kenvue KVUE Stock Holding History

Nissay Asset Management’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	$4.91M	Buy	256,964 +9,848	+4%	+$174K	0.02%	360
2026 Q1	$4.26M	Buy	247,116 +3,070	+1%	+$54.7K	0.02%	346
2025 Q4	$4.21M	Buy	244,046 +3,153	+1%	+$51.5K	0.02%	356
2025 Q3	$3.91M	Buy	240,893 +2,623	+1%	+$53.5K	0.02%	357
2025 Q2	$4.99M	Buy	238,270 +5,829	+3%	+$133K	0.03%	325
2025 Q1	$5.57M	Buy	232,441 +3,169	+1%	+$70.2K	0.04%	294
2024 Q4	$4.94M	Buy	229,272 +1,331	+0.6%	+$30.2K	0.03%	318
2024 Q3	$5.27M	Buy	227,941 +6,886	+3%	+$143K	0.03%	305
2024 Q2	$4.02M	Buy	221,055 +26,995	+14%	+$523K	0.03%	347
2024 Q1	$4.16M	Buy	194,060 +3,500	+2%	+$71.1K	0.03%	340
2023 Q4	$4.1M	Buy	190,560 +30,280	+19%	+$606K	0.03%	306
2023 Q3	$3.22M	Buy	+160,280	New	+$3.71M	0.03%	329

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 $3.37T AUM 44.26% 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

Nissay Asset Management's KVUE Position: Q2 2026 in Review

Nissay Asset Management increased its Kenvue (KVUE) stake by 4% in Q2 2026, buying an estimated $174K and bringing the position to 256,964 shares worth $4.91M. The position accounts for 0.02% of the portfolio, ranked #360.

Nissay Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.57M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Nissay Asset Management held 256,964 shares of Kenvue worth $4.91M as of Q2 2026.
Nissay Asset Management bought 9,848 Kenvue shares in Q2 2026, an estimated $174K.
Kenvue made up 0.02% of Nissay Asset Management's portfolio in Q2 2026, its #360 holding.
Nissay Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Nissay Asset Management's Kenvue position peaked at $5.57M in Q1 2025.
1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.