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Nuance Investments’s Kenvue KVUE Stock Holding History

Nuance Investments’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 		$27.7M Sell
1,448,488
-207,036
-13% -$3.65M 4.71% 6
2026
Q1 		$28.5M Sell
1,655,524
-1,158,461
-41% -$20.6M 3.98% 9
2025
Q4 		$48.5M Buy
2,813,985
+2,100,583
+294% +$34.3M 5.35% 7
2025
Q3 		$11.6M Buy
+713,402
New +$14.6M 1.18% 25
2024
Q4 		– Sell
-379,568
Closed -$8.78M – 54
2024
Q3 		$8.78M Sell
379,568
-778,996
-67% -$16.1M 0.29% 44
2024
Q2 		$21.1M Buy
1,158,564
+389,624
+51% +$7.55M 0.64% 41
2024
Q1 		$16.5M Buy
+768,940
New +$15.6M 0.43% 40

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nuance Investments's KVUE Position: Q2 2026 in Review

Nuance Investments reduced its Kenvue (KVUE) stake by 13% in Q2 2026, selling an estimated $3.65M and leaving 1,448,488 shares worth $27.7M. The position accounts for 4.71% of the portfolio, ranked #6.

Nuance Investments first reported a position in KVUE in Q1 2024 and has held it in 7 quarters since. The position peaked at $48.5M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Nuance Investments held 1,448,488 shares of Kenvue worth $27.7M as of Q2 2026.
  • Nuance Investments sold 207,036 Kenvue shares in Q2 2026, an estimated $3.65M.
  • Kenvue made up 4.71% of Nuance Investments's portfolio in Q2 2026, its #6 holding.
  • Nuance Investments first reported a position in Kenvue in Q1 2024 and has held it in 7 quarters since.
  • Nuance Investments's Kenvue position peaked at $48.5M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Nuance Investments's 13F filing for Q2 2026, filed 7 Aug 2026.