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North Star Investment Management’s Kenvue KVUE Stock Holding History

North Star Investment 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 		$61.3K Sell
3,556
-842
-19% -$15K ﹤0.01% 686
2025
Q4 		$75.9K Buy
4,398
+280
+7% +$4.58K ﹤0.01% 595
2025
Q3 		$66.8K Hold
4,118
– – ﹤0.01% 601
2025
Q2 		$86.2K Buy
4,118
+3,213
+355% +$73.1K 0.01% 545
2025
Q1 		$21.7K Buy
+905
New +$20K ﹤0.01% 744
2024
Q4 		– Sell
-88
Closed -$2.04K – 1247
2024
Q3 		$2.04K Sell
88
-152
-63% -$3.15K ﹤0.01% 1073
2024
Q2 		$4.36K Hold
240
– – ﹤0.01% 952
2024
Q1 		$5.15K Hold
240
– – ﹤0.01% 969
2023
Q4 		$5.17K Sell
240
-240
-50% -$4.8K ﹤0.01% 940
2023
Q3 		$9.64K Buy
+480
New +$11.1K ﹤0.01% 843

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

North Star Investment Management's KVUE Position: Q1 2026 in Review

North Star Investment Management reduced its Kenvue (KVUE) stake by 19% in Q1 2026, selling an estimated $15K and leaving 3,556 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

North Star Investment Management first reported a position in KVUE in Q3 2023 and has held it in 10 quarters since. The position peaked at $86.2K in Q2 2025. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • North Star Investment Management held 3,556 shares of Kenvue worth $61.3K as of Q1 2026.
  • North Star Investment Management sold 842 Kenvue shares in Q1 2026, an estimated $15K.
  • Kenvue made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #686 holding.
  • North Star Investment Management first reported a position in Kenvue in Q3 2023 and has held it in 10 quarters since.
  • North Star Investment Management's Kenvue position peaked at $86.2K in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.