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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
2025
Q4 		– Sell
-1,372,800
Closed -$22.3M – 297
2025
Q3 		$22.3M Buy
1,372,800
+515,000
+60% +$10.5M 2.44% 4
2025
Q2 		$18M Buy
+857,800
New +$19.5M 5.08% 1

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

Sender Company & Partners's KVUE Position: Q1 2026 in Review

Sender Company & Partners reduced its Kenvue (KVUE) stake by 24% in Q1 2026, selling an estimated $5.63M and leaving 986,149 shares worth $17M. The position accounts for 10.33% of the portfolio, ranked #1.

Sender Company & Partners first reported a position in KVUE in Q3 2023 and has held it in 10 quarters since. The position peaked at $22.5M in Q4 2025. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Sender Company & Partners held 986,149 shares of Kenvue worth $17M as of Q1 2026.
  • Sender Company & Partners sold 316,322 Kenvue shares in Q1 2026, an estimated $5.63M.
  • Kenvue made up 10.33% of Sender Company & Partners's portfolio in Q1 2026, its #1 holding.
  • Sender Company & Partners first reported a position in Kenvue in Q3 2023 and has held it in 10 quarters since.
  • Sender Company & Partners's Kenvue position peaked at $22.5M in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Sender Company & Partners's 13F filing for Q1 2026, filed 15 May 2026.