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	$647K	Sell	37,500 -878,200	-96%	-$15.6M	﹤0.01%	1290
2025 Q4	$15.8M	Buy	915,700 +884,800	+2,863%	+$14.5M	0.02%	379
2025 Q3	$502K	Buy	+30,900	New	+$631K	﹤0.01%	1598
2025 Q1	–	Sell	-150,000	Closed	-$3.2M	–	2085
2024 Q4	$3.2M	Hold	150,000	–	–	﹤0.01%	918
2024 Q3	$3.47M	Sell	150,000 -999,800	-87%	-$20.7M	0.01%	779
2024 Q2	$20.9M	Buy	1,149,800 +999,800	+667%	+$19.4M	0.04%	251
2024 Q1	$3.22M	Sell	150,000 -6,582,900	-98%	-$134M	0.01%	760
2023 Q4	$145M	Buy	6,732,900 +2,361,500	+54%	+$47.3M	0.39%	34
2023 Q3	$87.8M	Buy	+4,371,400	New	+$101M	0.25%	61

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.