Steven Cohen’s Kenvue KVUE Stock Holding History

Steven Cohen’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	$15.4M	Buy	808,029 +346,772	+75%	+$6.11M	0.02%	1020
2026 Q1	$7.95M	Sell	461,257 -318,587	-41%	-$5.67M	0.01%	1398
2025 Q4	$13.5M	Buy	779,844 +643,271	+471%	+$10.5M	0.02%	1162
2025 Q3	$2.22M	Sell	136,573 -401,465	-75%	-$8.2M	﹤0.01%	1395
2025 Q2	$11.3M	Buy	+538,038	New	+$12.2M	0.02%	684
2024 Q2	–	Sell	-980,300	Closed	-$21M	–	2172
2024 Q1	$21M	Buy	980,300 +61,400	+7%	+$1.25M	0.05%	430
2023 Q4	$19.8M	Sell	918,900 -7,643,000	-89%	-$153M	0.05%	429
2023 Q3	$172M	Buy	8,561,900 +8,261,900	+2,754%	+$191M	0.5%	22
2023 Q2	$7.93M	Buy	+300,000	New	+$7.82M	0.02%	659

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

Steven Cohen's KVUE Position: Q2 2026 in Review

Steven Cohen increased its Kenvue (KVUE) stake by 75% in Q2 2026, buying an estimated $6.11M and bringing the position to 808,029 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #1020.

Steven Cohen first reported a position in KVUE in Q2 2023 and has held it in 9 quarters since. The position peaked at $172M in Q3 2023. 1,002 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Steven Cohen held 808,029 shares of Kenvue worth $15.4M as of Q2 2026.
Steven Cohen bought 346,772 Kenvue shares in Q2 2026, an estimated $6.11M.
Kenvue made up 0.02% of Steven Cohen's portfolio in Q2 2026, its #1020 holding.
Steven Cohen first reported a position in Kenvue in Q2 2023 and has held it in 9 quarters since.
Steven Cohen's Kenvue position peaked at $172M in Q3 2023.
1,002 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.