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Third Point’s Kenvue KVUE Stock Holding History

Third Point’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 		– Sell
-3,250,000
Closed -$56.1M – 43
2025
Q4 		$56.1M Sell
3,250,000
-5,750,000
-64% -$94M 0.77% 29
2025
Q3 		$146M Buy
9,000,000
+475,000
+6% +$9.7M 1.63% 27
2025
Q2 		$178M Sell
8,525,000
-375,000
-4% -$8.53M 2.34% 20
2025
Q1 		$213M Buy
+8,900,000
New +$197M 3.26% 9

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

Third Point's KVUE Position: Q1 2026 in Review

Third Point sold out of Kenvue (KVUE) in Q1 2026, closing a stake of 3,250,000 shares — an estimated $56.1M sold.

Third Point first reported a position in KVUE in Q1 2025 and held it in 4 quarters. The position peaked at $213M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Third Point reported no remaining Kenvue position as of Q1 2026 after selling out during the quarter.
  • Third Point sold 3,250,000 Kenvue shares in Q1 2026, an estimated $56.1M.
  • Third Point first reported a position in Kenvue in Q1 2025 and held it in 4 quarters.
  • Third Point's Kenvue position peaked at $213M in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Third Point's 13F filing for Q1 2026, filed 15 May 2026.