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 Q2	$60.5M	Sell	3,167,461 -119,997	-4%	-$2.11M	0.13%	153
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

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

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

Nomura Asset Management reduced its Kenvue (KVUE) stake by 3.7% in Q2 2026, selling an estimated $2.11M and leaving 3,167,461 shares worth $60.5M. The position accounts for 0.13% of the portfolio, ranked #153.

Nomura Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $100M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Nomura Asset Management held 3,167,461 shares of Kenvue worth $60.5M as of Q2 2026.
Nomura Asset Management sold 119,997 Kenvue shares in Q2 2026, an estimated $2.11M.
Kenvue made up 0.13% of Nomura Asset Management's portfolio in Q2 2026, its #153 holding.
Nomura Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Nomura Asset Management's Kenvue position peaked at $100M in Q3 2024.
1,010 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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