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Simplicity Wealth’s Kenvue KVUE Stock Holding History

Simplicity Wealth’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 		$699K Buy
40,557
+19,006
+88% +$338K 0.04% 369
2025
Q4 		$372K Buy
21,551
+6,213
+41% +$102K 0.02% 504
2025
Q3 		$249K Sell
15,338
-8,872
-37% -$181K 0.01% 611
2025
Q2 		$507K Buy
+24,210
New +$551K 0.02% 453
2024
Q3 		– Sell
-249,901
Closed -$4.54M – 883
2024
Q2 		$4.54M Buy
249,901
+92,966
+59% +$1.8M 0.1% 194
2024
Q1 		$3.37M Buy
+156,935
New +$3.19M 0.08% 248

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

Simplicity Wealth's KVUE Position: Q1 2026 in Review

Simplicity Wealth increased its Kenvue (KVUE) stake by 88% in Q1 2026, buying an estimated $338K and bringing the position to 40,557 shares worth $699K. The position accounts for 0.04% of the portfolio, ranked #369.

Simplicity Wealth first reported a position in KVUE in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.54M in Q2 2024. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Simplicity Wealth held 40,557 shares of Kenvue worth $699K as of Q1 2026.
  • Simplicity Wealth bought 19,006 Kenvue shares in Q1 2026, an estimated $338K.
  • Kenvue made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #369 holding.
  • Simplicity Wealth first reported a position in Kenvue in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Kenvue position peaked at $4.54M in Q2 2024.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.