OP Asset Management’s Kenvue KVUE Stock Holding History

OP Asset 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 Q2	$4M	Buy	209,164 +9,741	+5%	+$172K	0.04%	309
2026 Q1	$3.44M	Sell	199,423 -14,621	-7%	-$260K	0.03%	318
2025 Q4	$3.69M	Buy	214,044 +6,754	+3%	+$110K	0.04%	300
2025 Q3	$3.36M	Buy	207,290 +8,091	+4%	+$165K	0.04%	320
2025 Q2	$4.17M	Sell	199,199 -1,682	-0.8%	-$38.3K	0.06%	263
2025 Q1	$4.82M	Buy	+200,881	New	+$4.45M	0.08%	222

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

OP Asset Management's KVUE Position: Q2 2026 in Review

OP Asset Management increased its Kenvue (KVUE) stake by 4.9% in Q2 2026, buying an estimated $172K and bringing the position to 209,164 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #309.

OP Asset Management first reported a position in KVUE in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.82M in Q1 2025. 353 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

OP Asset Management held 209,164 shares of Kenvue worth $4M as of Q2 2026.
OP Asset Management bought 9,741 Kenvue shares in Q2 2026, an estimated $172K.
Kenvue made up 0.04% of OP Asset Management's portfolio in Q2 2026, its #309 holding.
OP Asset Management first reported a position in Kenvue in Q1 2025 and has held it in 6 quarters since.
OP Asset Management's Kenvue position peaked at $4.82M in Q1 2025.
353 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.