SWIM
KVUE icon

Smallwood Wealth Investment Management’s Kenvue KVUE Stock Holding History

Smallwood Wealth Investment Management’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 		– Sell
-100
Closed -$1.73K – 538
2025
Q4 		$1.73K Hold
100
– – ﹤0.01% 407
2025
Q3 		$1.62K Hold
100
– – ﹤0.01% 402
2025
Q2 		$2.09K Sell
100
-522
-84% -$11.9K ﹤0.01% 397
2025
Q1 		$14.9K Buy
+622
New +$13.8K 0.01% 283

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 $315B AUM 27.84% 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

Smallwood Wealth Investment Management's KVUE Position: Q1 2026 in Review

Smallwood Wealth Investment Management sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 100 shares — an estimated $1.73K sold.

Smallwood Wealth Investment Management first reported a position in KVUE in Q1 2025 and held it in 4 quarters. The position peaked at $14.9K in Q1 2025. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Smallwood Wealth Investment Management reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 100 Kenvue shares in Q1 2026, an estimated $1.73K.
  • Smallwood Wealth Investment Management first reported a position in Kenvue in Q1 2025 and held it in 4 quarters.
  • Smallwood Wealth Investment Management's Kenvue position peaked at $14.9K in Q1 2025.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.