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 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial's KVUE Position: Q1 2026 in Review

Phoenix Financial increased its Kenvue (KVUE) stake by 27% in Q1 2026, buying an estimated $73.1K and bringing the position to 19,299 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Phoenix Financial first reported a position in KVUE in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.18M in Q4 2023. 1,016 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Phoenix Financial held 19,299 shares of Kenvue worth $333K as of Q1 2026.
Phoenix Financial bought 4,104 Kenvue shares in Q1 2026, an estimated $73.1K.
Kenvue made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #364 holding.
Phoenix Financial first reported a position in Kenvue in Q2 2023 and has held it in 8 quarters since.
Phoenix Financial's Kenvue position peaked at $2.18M in Q4 2023.
1,016 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.