Varma Mutual Pension Insurance Co’s Kenvue KVUE Stock Holding History

Varma Mutual Pension Insurance Co’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	$9.26M	Buy	+484,700	New	+$8.54M	0.05%	283
2025 Q4	–	Sell	-423,166	Closed	-$6.87M	–	328
2025 Q3	$6.87M	Buy	423,166 +34,200	+9%	+$698K	0.04%	296
2025 Q2	$8.14M	Buy	388,966 +3,400	+0.9%	+$77.3K	0.06%	284
2025 Q1	$9.25M	Sell	385,566 -29,978	-7%	-$664K	0.08%	240
2024 Q4	$8.87M	Buy	+415,544	New	+$9.42M	0.07%	272
2024 Q2	–	Sell	-468,800	Closed	-$10.1M	–	365
2024 Q1	$10.1M	Buy	468,800 +278,700	+147%	+$5.66M	0.09%	322
2023 Q4	$4.09M	Buy	+190,100	New	+$3.8M	0.05%	197

Other funds holding KVUE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Varma Mutual Pension Insurance Co's KVUE Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co opened a new position in Kenvue (KVUE) in Q2 2026: 484,700 shares worth $9.26M. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Varma Mutual Pension Insurance Co previously reported a position in KVUE as recently as Q3 2025.

Varma Mutual Pension Insurance Co first reported a position in KVUE in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2024. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Varma Mutual Pension Insurance Co held 484,700 shares of Kenvue worth $9.26M as of Q2 2026.
Kenvue was a new Varma Mutual Pension Insurance Co position in Q2 2026.
Kenvue made up 0.05% of Varma Mutual Pension Insurance Co's portfolio in Q2 2026, its #283 holding.
Varma Mutual Pension Insurance Co first reported a position in Kenvue in Q4 2023 and has held it in 7 quarters since.
Varma Mutual Pension Insurance Co's Kenvue position peaked at $10.1M in Q1 2024.
1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.