Phoenix Financial’s Kenvue KVUE Stock Holding History

Phoenix Financial’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	$392K	Buy	20,492 +1,193	+6%	+$21K	﹤0.01%	383
2026 Q1	$333K	Buy	19,299 +4,104	+27%	+$73.1K	﹤0.01%	364
2025 Q4	$262K	Buy	15,195 +783	+5%	+$12.8K	﹤0.01%	404
2025 Q3	$234K	Buy	14,412 +4,391	+44%	+$89.6K	﹤0.01%	421
2025 Q2	$210K	Buy	+10,021	New	+$228K	﹤0.01%	399
2024 Q2	–	Sell	-20,076	Closed	-$430K	–	402
2024 Q1	$430K	Sell	20,076 -69,715	-78%	-$1.42M	0.01%	279
2023 Q4	$2.18M	Buy	89,791 +8,166	+10%	+$163K	0.04%	183
2023 Q3	$1.64M	Buy	81,625 +14,145	+21%	+$327K	0.03%	199
2023 Q2	$1.78M	Buy	+67,480	New	+$1.76M	0.04%	171

Other funds holding KVUE

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Oslo, Norway $1T AUM

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

Phoenix Financial's KVUE Position: Q2 2026 in Review

Phoenix Financial increased its Kenvue (KVUE) stake by 6.2% in Q2 2026, buying an estimated $21K and bringing the position to 20,492 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Phoenix Financial first reported a position in KVUE in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.18M in Q4 2023. 1,014 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Phoenix Financial held 20,492 shares of Kenvue worth $392K as of Q2 2026.
Phoenix Financial bought 1,193 Kenvue shares in Q2 2026, an estimated $21K.
Kenvue made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #383 holding.
Phoenix Financial first reported a position in Kenvue in Q2 2023 and has held it in 9 quarters since.
Phoenix Financial's Kenvue position peaked at $2.18M in Q4 2023.
1,014 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.