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 Q2	$12.8M	Sell	670,000 -340,000	-34%	-$5.99M	0.02%	477
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

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 $3.38T AUM 44.17% 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 Holdings's KVUE Position: Q2 2026 in Review

Nomura Holdings reduced its Kenvue (KVUE) stake by 63% in Q2 2026, selling an estimated $20.9M and leaving 691,663 shares worth $13.2M. The position accounts for 0.02% of the portfolio, ranked #467.

Nomura Holdings first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $150M in Q3 2024. 1,014 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Nomura Holdings held 691,663 shares of Kenvue worth $13.2M as of Q2 2026.
Nomura Holdings sold 1,188,529 Kenvue shares in Q2 2026, an estimated $20.9M.
Kenvue made up 0.02% of Nomura Holdings's portfolio in Q2 2026, its #467 holding.
Nomura Holdings first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Nomura Holdings's Kenvue position peaked at $150M in Q3 2024.
1,014 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Nomura Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.