Trajan Wealth’s Kenvue KVUE Stock Holding History

Trajan Wealth’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	$5.04M	Buy	292,288 +36,709	+14%	+$654K	0.2%	88
2025 Q4	$4.41M	Buy	255,579 +21,372	+9%	+$349K	0.18%	88
2025 Q3	$3.8M	Buy	234,207 +10,065	+4%	+$205K	0.16%	94
2025 Q2	$4.69M	Sell	224,142 -226,054	-50%	-$5.14M	0.23%	82
2025 Q1	$10.8M	Buy	450,196 +245,230	+120%	+$5.43M	0.59%	47
2024 Q4	$4.38M	Buy	204,966 +19,797	+11%	+$449K	0.24%	88
2024 Q3	$4.28M	Buy	185,169 +22,402	+14%	+$464K	0.25%	87
2024 Q2	$2.96M	Buy	162,767 +22,301	+16%	+$432K	0.19%	97
2024 Q1	$3.01M	Buy	+140,466	New	+$2.85M	0.2%	97

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Trajan Wealth's KVUE Position: Q1 2026 in Review

Trajan Wealth increased its Kenvue (KVUE) stake by 14% in Q1 2026, buying an estimated $654K and bringing the position to 292,288 shares worth $5.04M. The position accounts for 0.2% of the portfolio, ranked #88.

Trajan Wealth first reported a position in KVUE in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Trajan Wealth held 292,288 shares of Kenvue worth $5.04M as of Q1 2026.
Trajan Wealth bought 36,709 Kenvue shares in Q1 2026, an estimated $654K.
Kenvue made up 0.2% of Trajan Wealth's portfolio in Q1 2026, its #88 holding.
Trajan Wealth first reported a position in Kenvue in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's Kenvue position peaked at $10.8M in Q1 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.