Westchester Capital Management (New York)’s Kenvue KVUE Stock Holding History

Westchester Capital Management (New York)’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	$19.5M	Buy	1,022,789 +691,439	+209%	+$12.2M	0.96%	13
2026 Q1	$5.71M	Buy	331,350 +298,150	+898%	+$5.31M	0.26%	84
2025 Q4	$573K	Buy	+33,200	New	+$543K	0.02%	204
2024 Q2	–	Sell	-272,500	Closed	-$5.85M	–	230
2024 Q1	$5.85M	Hold	272,500	–	–	0.21%	70
2023 Q4	$5.87M	Buy	+272,500	New	+$5.45M	0.21%	70

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 $3.38T AUM 44.17% 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

Westchester Capital Management (New York)'s KVUE Position: Q2 2026 in Review

Westchester Capital Management (New York) increased its Kenvue (KVUE) stake by 209% in Q2 2026, buying an estimated $12.2M and bringing the position to 1,022,789 shares worth $19.5M. The position accounts for 0.96% of the portfolio, ranked #13.

Westchester Capital Management (New York) first reported a position in KVUE in Q4 2023 and has held it in 5 quarters since. 1,014 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Westchester Capital Management (New York) held 1,022,789 shares of Kenvue worth $19.5M as of Q2 2026.
Westchester Capital Management (New York) bought 691,439 Kenvue shares in Q2 2026, an estimated $12.2M.
Kenvue made up 0.96% of Westchester Capital Management (New York)'s portfolio in Q2 2026, its #13 holding.
Westchester Capital Management (New York) first reported a position in Kenvue in Q4 2023 and has held it in 5 quarters since.
1,014 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.