Point72 Asset Management
KVUE icon

Point72 Asset Management’s Kenvue KVUE Stock Holding History

Point72 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
Q1 		$7.95M Sell
461,257
-318,587
-41% -$5.67M 0.01% 1398
2025
Q4 		$13.5M Buy
779,844
+643,271
+471% +$10.5M 0.02% 1162
2025
Q3 		$2.22M Sell
136,573
-401,465
-75% -$8.2M ﹤0.01% 1395
2025
Q2 		$11.3M Buy
+538,038
New +$12.2M 0.02% 684
2024
Q2 		– Sell
-980,300
Closed -$21M – 2172
2024
Q1 		$21M Buy
980,300
+61,400
+7% +$1.25M 0.05% 430
2023
Q4 		$19.8M Sell
918,900
-7,643,000
-89% -$153M 0.05% 429
2023
Q3 		$172M Buy
8,561,900
+8,261,900
+2,754% +$191M 0.5% 22
2023
Q2 		$7.93M Buy
+300,000
New +$7.82M 0.02% 659

Other funds holding KVUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management's KVUE Position: Q1 2026 in Review

Point72 Asset Management reduced its Kenvue (KVUE) stake by 41% in Q1 2026, selling an estimated $5.67M and leaving 461,257 shares worth $7.95M. The position accounts for 0.01% of the portfolio, ranked #1398.

Point72 Asset Management first reported a position in KVUE in Q2 2023 and has held it in 8 quarters since. The position peaked at $172M in Q3 2023. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Point72 Asset Management held 461,257 shares of Kenvue worth $7.95M as of Q1 2026.
  • Point72 Asset Management sold 318,587 Kenvue shares in Q1 2026, an estimated $5.67M.
  • Kenvue made up 0.01% of Point72 Asset Management's portfolio in Q1 2026, its #1398 holding.
  • Point72 Asset Management first reported a position in Kenvue in Q2 2023 and has held it in 8 quarters since.
  • Point72 Asset Management's Kenvue position peaked at $172M in Q3 2023.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.