SMA
KVUE icon

Sage Mountain Advisors’s Kenvue KVUE Stock Holding History

Sage Mountain Advisors’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 		– Sell
-23,636
Closed -$408K – 443
2025
Q4 		$408K Buy
23,636
+8,609
+57% +$141K 0.02% 317
2025
Q3 		$244K Sell
15,027
-1,433
-9% -$29.3K 0.01% 419
2025
Q2 		$345K Sell
16,460
-956
-5% -$21.7K 0.02% 298
2025
Q1 		$418K Buy
17,416
+2,028
+13% +$44.9K 0.03% 249
2024
Q4 		$329K Sell
15,388
-825
-5% -$18.7K 0.02% 277
2024
Q3 		$375K Buy
16,213
+3,181
+24% +$65.9K 0.03% 246
2024
Q2 		$237K Buy
13,032
+352
+3% +$6.82K 0.02% 306
2024
Q1 		$272K Buy
12,680
+1,873
+17% +$38K 0.03% 257
2023
Q4 		$233K Sell
10,807
-870
-7% -$17.4K 0.03% 238
2023
Q3 		$234K Buy
+11,677
New +$270K 0.03% 216

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

Sage Mountain Advisors's KVUE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 23,636 shares — an estimated $408K sold.

Sage Mountain Advisors first reported a position in KVUE in Q3 2023 and held it in 10 quarters. The position peaked at $418K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 23,636 Kenvue shares in Q1 2026, an estimated $408K.
  • Sage Mountain Advisors first reported a position in Kenvue in Q3 2023 and held it in 10 quarters.
  • Sage Mountain Advisors's Kenvue position peaked at $418K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.