Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Sell
65,400
-14,000
-18% -$247K ﹤0.01% 5531
2026
Q1
$1.37M Sell
79,400
-24,900
-24% -$443K ﹤0.01% 5295
2025
Q4
$1.8M Sell
104,300
-434,200
-81% -$7.1M ﹤0.01% 5075
2025
Q3
$8.74M Buy
538,500
+327,000
+155% +$6.68M ﹤0.01% 3457
2025
Q2
$4.43M Buy
211,500
+111,500
+112% +$2.54M ﹤0.01% 4008
2025
Q1
$2.4M Buy
+100,000
New +$2.21M ﹤0.01% 4556
2024
Q2
Sell
-157,200
Closed -$3.37M 9838
2024
Q1
$3.37M Sell
157,200
-3,197,300
-95% -$64.9M ﹤0.01% 3390
2023
Q4
$72.2M Buy
3,354,500
+965,500
+40% +$19.3M 0.02% 754
2023
Q3
$48M Buy
+2,389,000
New +$55.3M 0.02% 879

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. 1,011 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.
  • 1,011 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.