Osborne Partners Capital Management’s Kenvue KVUE Stock Holding History

Osborne Partners Capital 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
2025 Q4	–	Sell	-43,500	Closed	-$706K	–	207
2025 Q3	$706K	Hold	43,500	–	–	0.04%	153
2025 Q2	$910K	Sell	43,500 -1,300	-3%	-$29.6K	0.05%	149
2025 Q1	$1.07M	Hold	44,800	–	–	0.06%	144
2024 Q4	$956K	Hold	44,800	–	–	0.06%	147
2024 Q3	$1.04M	Buy	+44,800	New	+$928K	0.06%	145

Other funds holding KVUE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osborne Partners Capital Management's KVUE Position: Q4 2025 in Review

Osborne Partners Capital Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 43,500 shares — an estimated $706K sold.

Osborne Partners Capital Management first reported a position in KVUE in Q3 2024 and held it in 5 quarters. The position peaked at $1.07M in Q1 2025. 1,047 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Osborne Partners Capital Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Osborne Partners Capital Management sold 43,500 Kenvue shares in Q4 2025, an estimated $706K.
Osborne Partners Capital Management first reported a position in Kenvue in Q3 2024 and held it in 5 quarters.
Osborne Partners Capital Management's Kenvue position peaked at $1.07M in Q1 2025.
1,047 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Osborne Partners Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.