NS Partners’s Kenvue KVUE Stock Holding History

NS Partners’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
2025 Q4	–	Sell	-505,762	Closed	-$8.21M	–	76
2025 Q3	$8.21M	Buy	505,762 +15,652	+3%	+$320K	0.32%	62
2025 Q2	$10.3M	Sell	490,110 -13,880	-3%	-$316K	0.42%	58
2025 Q1	$12.1M	Buy	503,990 +3,031	+0.6%	+$67.1K	0.53%	57
2024 Q4	$10.7M	Sell	500,959 -8,116	-2%	-$184K	0.44%	59
2024 Q3	$11.8M	Buy	509,075 +9,240	+2%	+$191K	0.5%	57
2024 Q2	$9.09M	Sell	499,835 -30,000	-6%	-$581K	0.41%	59
2024 Q1	$11.4M	Sell	529,835 -167	-0%	-$3.39K	0.52%	56
2023 Q4	$11.4M	Buy	530,002 +238,096	+82%	+$4.77M	0.55%	56
2023 Q3	$5.86M	Buy	+291,906	New	+$6.76M	0.32%	66

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

IFP

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NS Partners's KVUE Position: Q4 2025 in Review

NS Partners sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 505,762 shares — an estimated $8.21M sold.

NS Partners first reported a position in KVUE in Q3 2023 and held it in 9 quarters. The position peaked at $12.1M in Q1 2025. 1,046 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

NS Partners reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
NS Partners sold 505,762 Kenvue shares in Q4 2025, an estimated $8.21M.
NS Partners first reported a position in Kenvue in Q3 2023 and held it in 9 quarters.
NS Partners's Kenvue position peaked at $12.1M in Q1 2025.
1,046 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on NS Partners's 13F filing for Q4 2025, filed 10 Feb 2026.