Triumph Capital Management’s Kenvue KVUE Stock Holding History

Triumph Capital Management’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	$47.1K	Sell	2,464 -4	-0.2%	-$70	0.01%	692
2026 Q1	$42.5K	Buy	2,468 +200	+9%	+$3.56K	0.01%	687
2025 Q4	$39.1K	Buy	+2,268	New	+$37.1K	0.01%	670
2024 Q3	–	Sell	-12,767	Closed	-$232K	–	287
2024 Q2	$232K	Sell	12,767 -47,599	-79%	-$922K	0.09%	207
2024 Q1	$1.28M	Buy	60,366 +8,240	+16%	+$167K	0.52%	42
2023 Q4	$1.12M	Sell	52,126 -591	-1%	-$11.8K	0.48%	47
2023 Q3	$1.06M	Buy	+52,717	New	+$1.22M	0.48%	54

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Triumph Capital Management's KVUE Position: Q2 2026 in Review

Triumph Capital Management reduced its Kenvue (KVUE) stake by 0.16% in Q2 2026, selling an estimated $70 and leaving 2,464 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #692.

Triumph Capital Management first reported a position in KVUE in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2024. 173 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Triumph Capital Management held 2,464 shares of Kenvue worth $47.1K as of Q2 2026.
Triumph Capital Management sold 4 Kenvue shares in Q2 2026, an estimated $70.
Kenvue made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #692 holding.
Triumph Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 7 quarters since.
Triumph Capital Management's Kenvue position peaked at $1.28M in Q1 2024.
173 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.