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Stansberry Asset Management’s Kenvue KVUE Stock Holding History

Stansberry Asset 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
Q2 		– Sell
-865,883
Closed -$14.9M – 155
2026
Q1 		$14.9M Sell
865,883
-138
-0% -$2.46K 1.53% 22
2025
Q4 		$14.9M Buy
866,021
+651,895
+304% +$10.7M 1.51% 21
2025
Q3 		$3.48M Sell
214,126
-226,339
-51% -$4.62M 0.36% 70
2025
Q2 		$9.22M Buy
440,465
+224,071
+104% +$5.1M 1.01% 41
2025
Q1 		$5.19M Sell
216,394
-12,365
-5% -$274K 0.62% 56
2024
Q4 		$4.88M Sell
228,759
-6,962
-3% -$158K 0.63% 56
2024
Q3 		$5.45M Sell
235,721
-12,040
-5% -$249K 0.68% 55
2024
Q2 		$4.5M Buy
247,761
+18,127
+8% +$351K 0.59% 67
2024
Q1 		$4.93M Buy
+229,634
New +$4.66M 0.67% 54

Other funds holding KVUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stansberry Asset Management's KVUE Position: Q2 2026 in Review

Stansberry Asset Management sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 865,883 shares — an estimated $14.9M sold.

Stansberry Asset Management first reported a position in KVUE in Q1 2024 and held it in 9 quarters. The position peaked at $14.9M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Stansberry Asset Management reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
  • Stansberry Asset Management sold 865,883 Kenvue shares in Q2 2026, an estimated $14.9M.
  • Stansberry Asset Management first reported a position in Kenvue in Q1 2024 and held it in 9 quarters.
  • Stansberry Asset Management's Kenvue position peaked at $14.9M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.