Summit Wealth Partners’s Kenvue KVUE Stock Holding History

Summit Wealth Partners’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	–	Sell	-10,358	Closed	-$179K	–	286
2026 Q1	$179K	Buy	+10,358	New	+$184K	0.03%	271

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

Summit Wealth Partners's KVUE Position: Q2 2026 in Review

Summit Wealth Partners sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 10,358 shares — an estimated $179K sold.

Summit Wealth Partners first reported a position in KVUE in Q1 2026 and held it in 1 quarter. The position peaked at $179K in Q1 2026. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Summit Wealth Partners reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
Summit Wealth Partners sold 10,358 Kenvue shares in Q2 2026, an estimated $179K.
Summit Wealth Partners first reported a position in Kenvue in Q1 2026 and held it in 1 quarter.
Summit Wealth Partners's Kenvue position peaked at $179K in Q1 2026.
1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.