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Oak Family Advisors’s Kenvue KVUE Stock Holding History

Oak Family Advisors’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 		$8.14M Sell
425,699
-45,540
-10% -$802K 2.08% 13
2026
Q1 		$8.12M Buy
471,239
+123,214
+35% +$2.19M 2.29% 13
2025
Q4 		$6M Buy
+348,025
New +$5.69M 1.65% 21

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

Oak Family Advisors's KVUE Position: Q2 2026 in Review

Oak Family Advisors reduced its Kenvue (KVUE) stake by 9.7% in Q2 2026, selling an estimated $802K and leaving 425,699 shares worth $8.14M. The position accounts for 2.08% of the portfolio, ranked #13.

Oak Family Advisors first reported a position in KVUE in Q4 2025 and has held it in 3 quarters since. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Oak Family Advisors held 425,699 shares of Kenvue worth $8.14M as of Q2 2026.
  • Oak Family Advisors sold 45,540 Kenvue shares in Q2 2026, an estimated $802K.
  • Kenvue made up 2.08% of Oak Family Advisors's portfolio in Q2 2026, its #13 holding.
  • Oak Family Advisors first reported a position in Kenvue in Q4 2025 and has held it in 3 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.