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	$1.91K	Sell	100 -133,500	-100%	-$2.35M	﹤0.01%	3916
2026 Q1	$2.3M	Buy	133,600 +63,400	+90%	+$1.13M	﹤0.01%	2211
2025 Q4	$1.21M	Buy	+70,200	New	+$1.15M	﹤0.01%	2766
2025 Q3	–	Sell	-49,000	Closed	-$1.03M	–	2512
2025 Q2	$1.03M	Sell	49,000 -42,300	-46%	-$962K	﹤0.01%	1548
2025 Q1	$2.19M	Buy	+91,300	New	+$2.02M	0.01%	1225
2024 Q1	–	Sell	-200,000	Closed	-$4.31M	–	2417
2023 Q4	$4.31M	Sell	200,000 -725,000	-78%	-$14.5M	0.01%	980
2023 Q3	$18.6M	Buy	+925,000	New	+$21.4M	0.05%	424

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.