Twin Securities’s Kenvue KVUE Stock Holding History

Twin Securities’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	$14.4M	Buy	754,977 +274,460	+57%	+$4.84M	6.46%	6
2026 Q1	$8.28M	Buy	480,517 +74,934	+18%	+$1.33M	4.02%	5
2025 Q4	$7M	Buy	+405,583	New	+$6.63M	2.67%	8
2024 Q1	–	Sell	-142,400	Closed	-$2.89M	–	14
2023 Q4	$3.07M	Sell	142,400 -6,000	-4%	-$120K	3.23%	7
2023 Q3	$2.98M	Buy	+148,400	New	+$3.44M	0.73%	9

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

Twin Securities's KVUE Position: Q2 2026 in Review

Twin Securities increased its Kenvue (KVUE) stake by 57% in Q2 2026, buying an estimated $4.84M and bringing the position to 754,977 shares worth $14.4M. The position accounts for 6.46% of the portfolio, ranked #6.

Twin Securities first reported a position in KVUE in Q3 2023 and has held it in 5 quarters since. 1,009 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Twin Securities held 754,977 shares of Kenvue worth $14.4M as of Q2 2026.
Twin Securities bought 274,460 Kenvue shares in Q2 2026, an estimated $4.84M.
Kenvue made up 6.46% of Twin Securities's portfolio in Q2 2026, its #6 holding.
Twin Securities first reported a position in Kenvue in Q3 2023 and has held it in 5 quarters since.
1,009 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Twin Securities's 13F filing for Q2 2026, filed 14 Aug 2026.