TW
KVUE icon

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
Q2 		$9.11M Buy
476,912
+184,624
+63% +$3.25M 0.34% 64
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Trajan Wealth's KVUE Position: Q2 2026 in Review

Trajan Wealth increased its Kenvue (KVUE) stake by 63% in Q2 2026, buying an estimated $3.25M and bringing the position to 476,912 shares worth $9.11M. The position accounts for 0.34% of the portfolio, ranked #64.

Trajan Wealth first reported a position in KVUE in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q1 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • Trajan Wealth held 476,912 shares of Kenvue worth $9.11M as of Q2 2026.
  • Trajan Wealth bought 184,624 Kenvue shares in Q2 2026, an estimated $3.25M.
  • Kenvue made up 0.34% of Trajan Wealth's portfolio in Q2 2026, its #64 holding.
  • Trajan Wealth first reported a position in Kenvue in Q1 2024 and has held it in 10 quarters since.
  • Trajan Wealth's Kenvue position peaked at $10.8M in Q1 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.