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Summit Trail Advisors’s Kenvue KVUE Stock Holding History

Summit Trail Advisors’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 		$1.2M Buy
69,815
+15,485
+29% +$276K 0.02% 848
2025
Q4 		$937K Buy
54,330
+8,011
+17% +$131K 0.02% 847
2025
Q3 		$752K Buy
46,319
+27,266
+143% +$557K 0.01% 961
2025
Q2 		$399K Sell
19,053
-4,145
-18% -$94.3K 0.01% 809
2025
Q1 		$556K Buy
23,198
+5,547
+31% +$123K 0.02% 241
2024
Q4 		$377K Buy
17,651
+6,646
+60% +$151K 0.01% 256
2024
Q3 		$255K Sell
11,005
-3,195
-23% -$66.2K 0.01% 595
2024
Q2 		$258K Buy
+14,200
New +$275K 0.01% 524

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

Summit Trail Advisors's KVUE Position: Q1 2026 in Review

Summit Trail Advisors increased its Kenvue (KVUE) stake by 29% in Q1 2026, buying an estimated $276K and bringing the position to 69,815 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #848.

Summit Trail Advisors first reported a position in KVUE in Q2 2024 and has held it in 8 quarters since. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Summit Trail Advisors held 69,815 shares of Kenvue worth $1.2M as of Q1 2026.
  • Summit Trail Advisors bought 15,485 Kenvue shares in Q1 2026, an estimated $276K.
  • Kenvue made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #848 holding.
  • Summit Trail Advisors first reported a position in Kenvue in Q2 2024 and has held it in 8 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.