Van Lanschot Kempen Investment Management’s Kenvue KVUE Stock Holding History

Van Lanschot Kempen Investment Management’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
2025 Q3	–	Sell	-655,616	Closed	-$13.7M	–	251
2025 Q2	$13.7M	Sell	655,616 -124,387	-16%	-$2.83M	0.13%	124
2025 Q1	$18.7M	Sell	780,003 -573,593	-42%	-$12.7M	0.2%	101
2024 Q4	$28.9M	Buy	1,353,596 +20,614	+2%	+$467K	0.29%	79
2024 Q3	$30.8M	Buy	1,332,982 +8,915	+0.7%	+$185K	0.31%	81
2024 Q2	$24.1M	Buy	1,324,067 +93,559	+8%	+$1.81M	0.27%	91
2024 Q1	$26.4M	Buy	1,230,508 +25,771	+2%	+$523K	0.33%	83
2023 Q4	$25.9M	Buy	1,204,737 +495,384	+70%	+$9.91M	0.36%	78
2023 Q3	$14.2M	Buy	+709,353	New	+$16.4M	0.26%	95

Other funds holding KVUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Van Lanschot Kempen Investment Management's KVUE Position: Q3 2025 in Review

Van Lanschot Kempen Investment Management sold out of Kenvue (KVUE) in Q3 2025, closing a stake of 655,616 shares — an estimated $13.7M sold.

Van Lanschot Kempen Investment Management first reported a position in KVUE in Q3 2023 and held it in 8 quarters. The position peaked at $30.8M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold KVUE as of Q3 2025.

Van Lanschot Kempen Investment Management reported no remaining Kenvue position as of Q3 2025 after selling out during the quarter.
Van Lanschot Kempen Investment Management sold 655,616 Kenvue shares in Q3 2025, an estimated $13.7M.
Van Lanschot Kempen Investment Management first reported a position in Kenvue in Q3 2023 and held it in 8 quarters.
Van Lanschot Kempen Investment Management's Kenvue position peaked at $30.8M in Q3 2024.
1,064 funds tracked by Wall St. Rank held Kenvue as of Q3 2025.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.