Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$259M Sell
13,556,452
-7,207,248
-35% -$127M 0.03% 538
2026
Q1
$358M Sell
20,763,700
-20,988,272
-50% -$374M 0.05% 364
2025
Q4
$720M Buy
41,751,972
+17,598,457
+73% +$288M 0.12% 160
2025
Q3
$392M Sell
24,153,515
-1,872,783
-7% -$38.2M 0.06% 304
2025
Q2
$545M Buy
26,026,298
+18,413,270
+242% +$419M 0.09% 209
2025
Q1
$183M Sell
7,613,028
-5,296,241
-41% -$117M 0.03% 559
2024
Q4
$276M Buy
12,909,269
+8,762,838
+211% +$199M 0.05% 371
2024
Q3
$95.9M Sell
4,146,431
-1,887,170
-31% -$39.1M 0.02% 745
2024
Q2
$110M Buy
6,033,601
+2,796,332
+86% +$54.2M 0.03% 610
2024
Q1
$69.5M Sell
3,237,269
-1,933,953
-37% -$39.3M 0.02% 845
2023
Q4
$111M Buy
5,171,222
+1,192,741
+30% +$23.9M 0.03% 528
2023
Q3
$79.9M Buy
3,978,481
+3,600,760
+953% +$83.3M 0.03% 594
2023
Q2
$9.98M Buy
+377,721
New +$9.84M ﹤0.01% 1960

Other funds holding KVUE

UBS Group's KVUE Position: Q2 2026 in Review

UBS Group reduced its Kenvue (KVUE) stake by 35% in Q2 2026, selling an estimated $127M and leaving 13,556,452 shares worth $259M. The position accounts for 0.03% of the portfolio, ranked #538.

UBS Group first reported a position in KVUE in Q2 2023 and has held it in 13 quarters since. The position peaked at $720M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

  • UBS Group held 13,556,452 shares of Kenvue worth $259M as of Q2 2026.
  • UBS Group sold 7,207,248 Kenvue shares in Q2 2026, an estimated $127M.
  • Kenvue made up 0.03% of UBS Group's portfolio in Q2 2026, its #538 holding.
  • UBS Group first reported a position in Kenvue in Q2 2023 and has held it in 13 quarters since.
  • UBS Group's Kenvue position peaked at $720M in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

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