Saybrook Capital’s Kenvue KVUE Stock Holding History

Saybrook Capital’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	$6.84M	Sell	357,799 -19,121	-5%	-$337K	1.71%	16
2026 Q1	$6.5M	Sell	376,920 -9,768	-3%	-$174K	1.75%	17
2025 Q4	$6.67M	Sell	386,688 -92,616	-19%	-$1.51M	1.66%	18
2025 Q3	$7.78M	Buy	479,304 +119,255	+33%	+$2.43M	2.03%	17
2025 Q2	$7.54M	Buy	360,049 +7,669	+2%	+$174K	2.13%	17
2025 Q1	$8.45M	Buy	352,380 +28,900	+9%	+$640K	2.33%	16
2024 Q4	$6.91M	Buy	323,480 +18,783	+6%	+$426K	1.84%	16
2024 Q3	$7.05M	Buy	304,697 +100,920	+50%	+$2.09M	1.99%	16
2024 Q2	$3.71M	Sell	203,777 -8,253	-4%	-$160K	1.05%	21
2024 Q1	$4.55M	Buy	212,030 +10,105	+5%	+$205K	1.2%	22
2023 Q4	$4.35M	Buy	201,925 +112,635	+126%	+$2.25M	1.21%	22
2023 Q3	$1.79M	Buy	+89,290	New	+$2.07M	0.54%	23

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Saybrook Capital's KVUE Position: Q2 2026 in Review

Saybrook Capital reduced its Kenvue (KVUE) stake by 5.1% in Q2 2026, selling an estimated $337K and leaving 357,799 shares worth $6.84M. The position accounts for 1.71% of the portfolio, ranked #16.

Saybrook Capital first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.45M in Q1 2025. 353 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Saybrook Capital held 357,799 shares of Kenvue worth $6.84M as of Q2 2026.
Saybrook Capital sold 19,121 Kenvue shares in Q2 2026, an estimated $337K.
Kenvue made up 1.71% of Saybrook Capital's portfolio in Q2 2026, its #16 holding.
Saybrook Capital first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Saybrook Capital's Kenvue position peaked at $8.45M in Q1 2025.
353 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Saybrook Capital's 13F filing for Q2 2026, filed 31 Jul 2026.