Stifel Financial
KVUE icon

Stifel Financial’s Kenvue KVUE Stock Holding History

Stifel Financial’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 		$11M Sell
575,722
-38,163
-6% -$672K 0.01% 960
2026
Q1 		$10.6M Buy
613,885
+2,379
+0.4% +$42.4K 0.01% 924
2025
Q4 		$10.5M Sell
611,506
-124,296
-17% -$2.03M 0.01% 925
2025
Q3 		$11.9M Sell
735,802
-53,922
-7% -$1.1M 0.01% 862
2025
Q2 		$16.5M Sell
789,724
-45,204
-5% -$1.03M 0.02% 667
2025
Q1 		$20M Buy
834,928
+32,150
+4% +$712K 0.02% 558
2024
Q4 		$17.1M Sell
802,778
-155,457
-16% -$3.52M 0.02% 621
2024
Q3 		$22.2M Sell
958,235
-436,596
-31% -$9.05M 0.02% 545
2024
Q2 		$25.4M Buy
1,394,831
+446,008
+47% +$8.64M 0.03% 459
2024
Q1 		$20.4M Buy
948,823
+203,759
+27% +$4.14M 0.02% 542
2023
Q4 		$16M Buy
745,064
+280,591
+60% +$5.62M 0.02% 599
2023
Q3 		$9.33M Buy
464,473
+444,526
+2,229% +$10.3M 0.01% 750
2023
Q2 		$527K Buy
+19,947
New +$520K ﹤0.01% 2485

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

Stifel Financial's KVUE Position: Q2 2026 in Review

Stifel Financial reduced its Kenvue (KVUE) stake by 6.2% in Q2 2026, selling an estimated $672K and leaving 575,722 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #960.

Stifel Financial first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.4M in Q2 2024. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Stifel Financial held 575,722 shares of Kenvue worth $11M as of Q2 2026.
  • Stifel Financial sold 38,163 Kenvue shares in Q2 2026, an estimated $672K.
  • Kenvue made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #960 holding.
  • Stifel Financial first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
  • Stifel Financial's Kenvue position peaked at $25.4M in Q2 2024.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.