Valeo Financial Advisors’s Kenvue KVUE Stock Holding History

Valeo Financial Advisors’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	$230K	Buy	+12,016	New	+$212K	﹤0.01%	719
2026 Q1	–	Sell	-13,812	Closed	-$238K	–	840
2025 Q4	$238K	Sell	13,812 -17,752	-56%	-$290K	0.01%	701
2025 Q3	$512K	Buy	31,564 +15,135	+92%	+$309K	0.01%	457
2025 Q2	$344K	Buy	16,429 +1,688	+11%	+$38.4K	0.01%	536
2025 Q1	$353K	Buy	14,741 +197	+1%	+$4.36K	0.01%	491
2024 Q4	$311K	Sell	14,544 -3,727	-20%	-$84.5K	0.01%	530
2024 Q3	$423K	Sell	18,271 -26,349	-59%	-$546K	0.01%	450
2024 Q2	$811K	Buy	+44,620	New	+$864K	0.03%	279
2023 Q4	–	Sell	-11,551	Closed	-$232K	–	696
2023 Q3	$232K	Buy	+11,551	New	+$267K	0.01%	530

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Valeo Financial Advisors's KVUE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Kenvue (KVUE) in Q2 2026: 12,016 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in KVUE as recently as Q4 2025.

Valeo Financial Advisors first reported a position in KVUE in Q3 2023 and has held it in 9 quarters since. The position peaked at $811K in Q2 2024. 1,004 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Valeo Financial Advisors held 12,016 shares of Kenvue worth $230K as of Q2 2026.
Kenvue was a new Valeo Financial Advisors position in Q2 2026.
Kenvue made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #719 holding.
Valeo Financial Advisors first reported a position in Kenvue in Q3 2023 and has held it in 9 quarters since.
Valeo Financial Advisors's Kenvue position peaked at $811K in Q2 2024.
1,004 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.