Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$338M Buy
17,663,555
+148,628
+0.8% +$2.62M 0.06% 268
2026
Q1
$302M Buy
17,514,927
+373,716
+2% +$6.66M 0.06% 270
2025
Q4
$296M Buy
17,141,211
+10,066
+0.1% +$165K 0.06% 274
2025
Q3
$278M Sell
17,131,145
-3,067,605
-15% -$62.6M 0.06% 285
2025
Q2
$423M Buy
20,198,750
+6,055,299
+43% +$138M 0.09% 229
2025
Q1
$339M Buy
14,143,451
+1,862,258
+15% +$41.2M 0.09% 238
2024
Q4
$262M Buy
12,281,193
+2,288,260
+23% +$51.9M 0.06% 296
2024
Q3
$231M Buy
9,992,933
+2,316,443
+30% +$48M 0.06% 305
2024
Q2
$140M Buy
7,676,490
+2,097,383
+38% +$40.6M 0.04% 382
2024
Q1
$120M Sell
5,579,107
-2,833,316
-34% -$57.5M 0.04% 402
2023
Q4
$181M Sell
8,412,423
-268,396
-3% -$5.37M 0.07% 282
2023
Q3
$174M Buy
+8,680,819
New +$201M 0.08% 267

Other funds holding KVUE

UBS AM's KVUE Position: Q2 2026 in Review

UBS AM increased its Kenvue (KVUE) stake by 0.85% in Q2 2026, buying an estimated $2.62M and bringing the position to 17,663,555 shares worth $338M. The position accounts for 0.06% of the portfolio, ranked #268.

UBS AM first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $423M in Q2 2025. 1,008 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • UBS AM held 17,663,555 shares of Kenvue worth $338M as of Q2 2026.
  • UBS AM bought 148,628 Kenvue shares in Q2 2026, an estimated $2.62M.
  • Kenvue made up 0.06% of UBS AM's portfolio in Q2 2026, its #268 holding.
  • UBS AM first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
  • UBS AM's Kenvue position peaked at $423M in Q2 2025.
  • 1,008 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.