Nomura Asset Management
KVUE icon

Nomura Asset Management’s Kenvue KVUE Stock Holding History

Nomura 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
Q1 		$56.7M Sell
3,287,458
-204,090
-6% -$3.63M 0.15% 144
2025
Q4 		$60.2M Buy
3,491,548
+618,720
+22% +$10.1M 0.15% 138
2025
Q3 		$46.6M Buy
2,872,828
+97,750
+4% +$2M 0.12% 179
2025
Q2 		$58.1M Sell
2,775,078
-1,197,203
-30% -$27.2M 0.16% 142
2025
Q1 		$95.3M Buy
3,972,281
+16,798
+0.4% +$372K 0.29% 72
2024
Q4 		$84.4M Sell
3,955,483
-389,243
-9% -$8.83M 0.25% 81
2024
Q3 		$100M Buy
4,344,726
+110,929
+3% +$2.3M 0.31% 71
2024
Q2 		$77M Buy
4,233,797
+242,287
+6% +$4.69M 0.26% 81
2024
Q1 		$85.7M Sell
3,991,510
-159,457
-4% -$3.24M 0.31% 72
2023
Q4 		$89.4M Buy
4,150,967
+1,429,621
+53% +$28.6M 0.37% 56
2023
Q3 		$54.6M Buy
+2,721,346
New +$63M 0.26% 93

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Nomura Asset Management's KVUE Position: Q1 2026 in Review

Nomura Asset Management reduced its Kenvue (KVUE) stake by 5.8% in Q1 2026, selling an estimated $3.63M and leaving 3,287,458 shares worth $56.7M. The position accounts for 0.15% of the portfolio, ranked #144.

Nomura Asset Management first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $100M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Nomura Asset Management held 3,287,458 shares of Kenvue worth $56.7M as of Q1 2026.
  • Nomura Asset Management sold 204,090 Kenvue shares in Q1 2026, an estimated $3.63M.
  • Kenvue made up 0.15% of Nomura Asset Management's portfolio in Q1 2026, its #144 holding.
  • Nomura Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
  • Nomura Asset Management's Kenvue position peaked at $100M in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Nomura Asset Management's 13F filing for Q1 2026, filed 11 May 2026.