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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group's KVUE Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Kenvue (KVUE) stake by 6.6% in Q1 2026, selling an estimated $6.12M and leaving 4,873,809 shares worth $84M. The position accounts for 0.05% of the portfolio, ranked #319.

Sumitomo Mitsui Trust Group first reported a position in KVUE in Q2 2023 and has held it in 12 quarters since. The position peaked at $115M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 4,873,809 shares of Kenvue worth $84M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 343,749 Kenvue shares in Q1 2026, an estimated $6.12M.
  • Kenvue made up 0.05% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #319 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Kenvue in Q2 2023 and has held it in 12 quarters since.
  • Sumitomo Mitsui Trust Group's Kenvue position peaked at $115M in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.