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Novare Capital Management’s Kenvue KVUE Stock Holding History

Novare Capital 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 		– Sell
-15,770
Closed -$272K – 204
2025
Q4 		$272K Sell
15,770
-466,025
-97% -$7.62M 0.02% 172
2025
Q3 		$7.82M Buy
481,795
+1,013
+0.2% +$20.7K 0.6% 60
2025
Q2 		$10.1M Buy
480,782
+3,963
+0.8% +$90.1K 0.82% 42
2025
Q1 		$11.4M Sell
476,819
-15,151
-3% -$335K 1% 40
2024
Q4 		$10.5M Buy
491,970
+28,616
+6% +$649K 0.88% 42
2024
Q3 		$10.7M Buy
463,354
+29,101
+7% +$603K 0.91% 43
2024
Q2 		$7.89M Buy
434,253
+14,915
+4% +$289K 0.71% 57
2024
Q1 		$9M Buy
+419,338
New +$8.51M 0.81% 52

Other funds holding KVUE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Novare Capital Management's KVUE Position: Q1 2026 in Review

Novare Capital Management sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 15,770 shares — an estimated $272K sold.

Novare Capital Management first reported a position in KVUE in Q1 2024 and held it in 8 quarters. The position peaked at $11.4M in Q1 2025. 1,018 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Novare Capital Management reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Novare Capital Management sold 15,770 Kenvue shares in Q1 2026, an estimated $272K.
  • Novare Capital Management first reported a position in Kenvue in Q1 2024 and held it in 8 quarters.
  • Novare Capital Management's Kenvue position peaked at $11.4M in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.