Painted Porch Advisors’s Kenvue KVUE Stock Holding History

Painted Porch 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
2025 Q4	–	Sell	-995	Closed	-$16.1K	–	266
2025 Q3	$16.1K	Hold	995	–	–	0.01%	246
2025 Q2	$20.8K	Hold	995	–	–	0.01%	221
2025 Q1	$23.9K	Buy	995 +80	+9%	+$1.77K	0.01%	211
2024 Q4	$19.5K	Buy	+915	New	+$20.7K	0.01%	225

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 $3.38T AUM 44.17% 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

Painted Porch Advisors's KVUE Position: Q4 2025 in Review

Painted Porch Advisors sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 995 shares — an estimated $16.1K sold.

Painted Porch Advisors first reported a position in KVUE in Q4 2024 and held it in 4 quarters. The position peaked at $23.9K in Q1 2025. 1,049 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

Painted Porch Advisors reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 995 Kenvue shares in Q4 2025, an estimated $16.1K.
Painted Porch Advisors first reported a position in Kenvue in Q4 2024 and held it in 4 quarters.
Painted Porch Advisors's Kenvue position peaked at $23.9K in Q1 2025.
1,049 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.