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	$2.3M	Buy	133,600 +63,400	+90%	+$1.13M	﹤0.01%	2211
2025 Q4	$1.21M	Buy	+70,200	New	+$1.15M	﹤0.01%	2766
2025 Q3	–	Sell	-49,000	Closed	-$1.03M	–	2512
2025 Q2	$1.03M	Sell	49,000 -42,300	-46%	-$962K	﹤0.01%	1548
2025 Q1	$2.19M	Buy	+91,300	New	+$2.02M	0.01%	1225
2024 Q1	–	Sell	-200,000	Closed	-$4.31M	–	2417
2023 Q4	$4.31M	Sell	200,000 -725,000	-78%	-$14.5M	0.01%	980
2023 Q3	$18.6M	Buy	+925,000	New	+$21.4M	0.05%	424

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 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 $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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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.