Sumitomo Mitsui Trust Group
KVUE icon

Sumitomo Mitsui Trust Group’s Kenvue KVUE Stock Holding History

Sumitomo Mitsui Trust Group’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 		$96.7M Buy
5,059,373
+185,564
+4% +$3.27M 0.06% 310
2026
Q1 		$84M Sell
4,873,809
-343,749
-7% -$6.12M 0.05% 319
2025
Q4 		$90M Buy
5,217,558
+310,958
+6% +$5.08M 0.05% 313
2025
Q3 		$79.6M Buy
4,906,600
+44,946
+0.9% +$918K 0.05% 348
2025
Q2 		$102M Buy
4,861,654
+79,724
+2% +$1.81M 0.06% 285
2025
Q1 		$115M Buy
4,781,930
+14,310
+0.3% +$317K 0.08% 241
2024
Q4 		$102M Sell
4,767,620
-32,841
-0.7% -$745K 0.07% 277
2024
Q3 		$111M Buy
4,800,461
+583,887
+14% +$12.1M 0.08% 249
2024
Q2 		$76.7M Buy
4,216,574
+351,999
+9% +$6.82M 0.06% 325
2024
Q1 		$82.9M Buy
3,864,575
+20,943
+0.5% +$425K 0.06% 348
2023
Q4 		$82.8M Buy
3,843,632
+554,185
+17% +$11.1M 0.06% 338
2023
Q3 		$66.1M Buy
3,289,447
+3,273,342
+20,325% +$75.8M 0.05% 364
2023
Q2 		$425K Buy
+16,105
New +$420K ﹤0.01% 1075

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

Sumitomo Mitsui Trust Group's KVUE Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Kenvue (KVUE) stake by 3.8% in Q2 2026, buying an estimated $3.27M and bringing the position to 5,059,373 shares worth $96.7M. The position accounts for 0.06% of the portfolio, ranked #310.

Sumitomo Mitsui Trust Group first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $115M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 5,059,373 shares of Kenvue worth $96.7M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 185,564 Kenvue shares in Q2 2026, an estimated $3.27M.
  • Kenvue made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #310 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
  • Sumitomo Mitsui Trust Group's Kenvue position peaked at $115M in Q1 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.