Nomura Holdings’s Kenvue KVUE Stock Holding History

Nomura Holdings’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	$17.4M	Sell	1,010,000 -208,200	-17%	-$3.71M	0.05%	281
2025 Q4	$21M	Buy	1,218,200 +718,200	+144%	+$11.7M	0.03%	310
2025 Q3	$8.12M	Buy	500,000 +199,400	+66%	+$4.07M	0.01%	591
2025 Q2	$6.29M	Hold	300,600	–	–	0.01%	514
2025 Q1	$7.21M	Buy	300,600 +150,600	+100%	+$3.33M	0.01%	567
2024 Q4	$3.2M	Hold	150,000	–	–	﹤0.01%	917
2024 Q3	$3.47M	Sell	150,000 -99,800	-40%	-$2.07M	0.01%	778
2024 Q2	$4.54M	Sell	249,800 -109,300	-30%	-$2.12M	0.01%	679
2024 Q1	$7.71M	Sell	359,100 -2,455,500	-87%	-$49.8M	0.02%	516
2023 Q4	$60.6M	Sell	2,814,600 -3,208,500	-53%	-$64.2M	0.16%	109
2023 Q3	$121M	Buy	+6,023,100	New	+$139M	0.34%	48

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nomura Holdings's KVUE Position: Q1 2026 in Review

Nomura Holdings increased its Kenvue (KVUE) stake by 127% in Q1 2026, buying an estimated $18.7M and bringing the position to 1,880,192 shares worth $32.4M. The position accounts for 0.09% of the portfolio, ranked #162.

Nomura Holdings first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $150M in Q3 2024. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Nomura Holdings held 1,880,192 shares of Kenvue worth $32.4M as of Q1 2026.
Nomura Holdings bought 1,050,613 Kenvue shares in Q1 2026, an estimated $18.7M.
Kenvue made up 0.09% of Nomura Holdings's portfolio in Q1 2026, its #162 holding.
Nomura Holdings first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
Nomura Holdings's Kenvue position peaked at $150M in Q3 2024.
1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Nomura Holdings's 13F filing for Q1 2026, filed 15 May 2026.