PCM
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Polymer Capital Management’s Kenvue KVUE Stock Holding History

Polymer Capital 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
2025
Q4 		– Sell
-47,485
Closed -$771K – 902
2025
Q3 		$771K Buy
47,485
+36,214
+321% +$739K 0.08% 286
2025
Q2 		$236K Buy
+11,271
New +$256K 0.03% 494

Other funds holding KVUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Polymer Capital Management's KVUE Position: Q4 2025 in Review

Polymer Capital Management sold out of Kenvue (KVUE) in Q4 2025, closing a stake of 47,485 shares — an estimated $771K sold.

Polymer Capital Management first reported a position in KVUE in Q2 2025 and held it in 2 quarters. The position peaked at $771K in Q3 2025. 1,046 funds tracked by Wall St. Rank hold KVUE as of Q4 2025.

  • Polymer Capital Management reported no remaining Kenvue position as of Q4 2025 after selling out during the quarter.
  • Polymer Capital Management sold 47,485 Kenvue shares in Q4 2025, an estimated $771K.
  • Polymer Capital Management first reported a position in Kenvue in Q2 2025 and held it in 2 quarters.
  • Polymer Capital Management's Kenvue position peaked at $771K in Q3 2025.
  • 1,046 funds tracked by Wall St. Rank held Kenvue as of Q4 2025.

Based on Polymer Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.