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Sax Wealth Advisors’s Kenvue KVUE Stock Holding History

Sax Wealth 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
Q2 		$347K Buy
20,147
+5,276
+35% +$93K 0.01% 421
2026
Q1 		$257K Hold
14,871
– – 0.01% 420
2025
Q4 		$257K Buy
+14,871
New +$243K 0.01% 429

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sax Wealth Advisors's KVUE Position: Q2 2026 in Review

Sax Wealth Advisors increased its Kenvue (KVUE) stake by 35% in Q2 2026, buying an estimated $93K and bringing the position to 20,147 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #421.

Sax Wealth Advisors first reported a position in KVUE in Q4 2025 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Sax Wealth Advisors held 20,147 shares of Kenvue worth $347K as of Q2 2026.
  • Sax Wealth Advisors bought 5,276 Kenvue shares in Q2 2026, an estimated $93K.
  • Kenvue made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • Sax Wealth Advisors first reported a position in Kenvue in Q4 2025 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.