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Root Financial Partners’s Kenvue KVUE Stock Holding History

Root Financial Partners’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 		– Sell
-2,869
Closed -$49.5K – 1920
2026
Q1 		$49.5K Buy
2,869
+242
+9% +$4.31K ﹤0.01% 879
2025
Q4 		$45.3K Sell
2,627
-1,656
-39% -$27.1K ﹤0.01% 755
2025
Q3 		$69.5K Buy
+4,283
New +$87.4K ﹤0.01% 558

Other funds holding KVUE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Root Financial Partners's KVUE Position: Q2 2026 in Review

Root Financial Partners sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 2,869 shares — an estimated $49.5K sold.

Root Financial Partners first reported a position in KVUE in Q3 2025 and held it in 3 quarters. The position peaked at $69.5K in Q3 2025. 310 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Root Financial Partners reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,869 Kenvue shares in Q2 2026, an estimated $49.5K.
  • Root Financial Partners first reported a position in Kenvue in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kenvue position peaked at $69.5K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.