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Oarsman Capital’s Kenvue KVUE Stock Holding History

Oarsman Capital’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
-11,111
Closed -$192K – 251
2025
Q4 		$192K Buy
+11,111
New +$182K 0.02% 235
2025
Q2 		– Sell
-8,368
Closed -$201K – 254
2025
Q1 		$201K Sell
8,368
-4,200
-33% -$93K 0.04% 227
2024
Q4 		$268K Hold
12,568
– – 0.05% 189
2024
Q3 		$291K Sell
12,568
-196
-2% -$4.06K 0.05% 185
2024
Q2 		$232K Buy
12,764
+108
+0.9% +$2.09K 0.05% 206
2024
Q1 		$272K Sell
12,656
-164
-1% -$3.33K 0.06% 187
2023
Q4 		$276K Buy
12,820
+798
+7% +$16K 0.07% 181
2023
Q3 		$241K Buy
+12,022
New +$278K 0.1% 158

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

Oarsman Capital's KVUE Position: Q1 2026 in Review

Oarsman Capital sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 11,111 shares — an estimated $192K sold.

Oarsman Capital first reported a position in KVUE in Q3 2023 and held it in 8 quarters. The position peaked at $291K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Oarsman Capital reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Oarsman Capital sold 11,111 Kenvue shares in Q1 2026, an estimated $192K.
  • Oarsman Capital first reported a position in Kenvue in Q3 2023 and held it in 8 quarters.
  • Oarsman Capital's Kenvue position peaked at $291K in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.