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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westchester Capital Management (New York)'s KVUE Position: Q1 2026 in Review

Westchester Capital Management (New York) increased its Kenvue (KVUE) stake by 898% in Q1 2026, buying an estimated $5.31M and bringing the position to 331,350 shares worth $5.71M. The position accounts for 0.26% of the portfolio, ranked #84.

Westchester Capital Management (New York) first reported a position in KVUE in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.87M in Q4 2023. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

  • Westchester Capital Management (New York) held 331,350 shares of Kenvue worth $5.71M as of Q1 2026.
  • Westchester Capital Management (New York) bought 298,150 Kenvue shares in Q1 2026, an estimated $5.31M.
  • Kenvue made up 0.26% of Westchester Capital Management (New York)'s portfolio in Q1 2026, its #84 holding.
  • Westchester Capital Management (New York) first reported a position in Kenvue in Q4 2023 and has held it in 4 quarters since.
  • Westchester Capital Management (New York)'s Kenvue position peaked at $5.87M in Q4 2023.
  • 1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.