Sender Company & Partners’s Kenvue KVUE Stock Holding History

Sender Company & 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	$18.9M	Buy	990,550 +4,401	+0.4%	+$77.5K	5.49%	2
2026 Q1	$17M	Sell	986,149 -316,322	-24%	-$5.63M	10.33%	1
2025 Q4	$22.5M	Buy	1,302,471 +395,796	+44%	+$6.47M	10.48%	1
2025 Q3	$14.7M	Buy	906,675 +261,278	+40%	+$5.33M	1.61%	7
2025 Q2	$13.5M	Buy	645,397 +530,717	+463%	+$12.1M	3.82%	3
2025 Q1	$2.75M	Buy	114,680 +8,378	+8%	+$186K	1.44%	21
2024 Q4	$2.27M	Buy	106,302 +80,736	+316%	+$1.83M	2.06%	15
2024 Q3	$591K	Sell	25,566 -59,324	-70%	-$1.23M	0.73%	29
2024 Q2	$1.54M	Sell	84,890 -1,341	-2%	-$26K	1.77%	9
2024 Q1	$1.85M	Buy	+86,231	New	+$1.75M	3.18%	5
2023 Q4	–	Sell	-180,651	Closed	-$3.63M	–	35
2023 Q3	$3.63M	Buy	+180,651	New	+$4.18M	5.12%	7

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sender Company & Partners's KVUE Position: Q2 2026 in Review

Sender Company & Partners increased its Kenvue (KVUE) stake by 0.45% in Q2 2026, buying an estimated $77.5K and bringing the position to 990,550 shares worth $18.9M. The position accounts for 5.49% of the portfolio, ranked #2.

Sender Company & Partners first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.5M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Sender Company & Partners held 990,550 shares of Kenvue worth $18.9M as of Q2 2026.
Sender Company & Partners bought 4,401 Kenvue shares in Q2 2026, an estimated $77.5K.
Kenvue made up 5.49% of Sender Company & Partners's portfolio in Q2 2026, its #2 holding.
Sender Company & Partners first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
Sender Company & Partners's Kenvue position peaked at $22.5M in Q4 2025.
1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Sender Company & Partners's 13F filing for Q2 2026, filed 14 Aug 2026.