White Pine Capital’s Kenvue KVUE Stock Holding History

White Pine Capital’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	$398K	Hold	23,081	–	–	0.11%	180
2025 Q4	$398K	Sell	23,081 -35,182	-60%	-$575K	0.11%	175
2025 Q3	$946K	Buy	58,263 +4,847	+9%	+$98.9K	0.27%	104
2025 Q2	$1.12M	Sell	53,416 -1,214	-2%	-$27.6K	0.35%	77
2025 Q1	$1.31M	Buy	54,630 +58	+0.1%	+$1.28K	0.45%	70
2024 Q4	$1.17M	Buy	54,572 +542	+1%	+$12.3K	0.39%	74
2024 Q3	$1.25M	Sell	54,030 -505	-0.9%	-$10.5K	0.43%	70
2024 Q2	$991K	Sell	54,535 -934	-2%	-$18.1K	0.38%	75
2024 Q1	$1.04M	Buy	55,469 +85	+0.2%	+$1.73K	0.4%	81
2023 Q4	$1.19M	Sell	55,384 -1,723	-3%	-$34.5K	0.46%	70
2023 Q3	$1.15M	Buy	+57,107	New	+$1.32M	0.46%	73

Other funds holding KVUE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

White Pine Capital's KVUE Position: Q1 2026 in Review

White Pine Capital held its Kenvue (KVUE) position steady in Q1 2026 at 23,081 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #180.

White Pine Capital first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2025. 1,012 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

White Pine Capital held 23,081 shares of Kenvue worth $398K as of Q1 2026.
White Pine Capital left its Kenvue share count unchanged in Q1 2026.
Kenvue made up 0.11% of White Pine Capital's portfolio in Q1 2026, its #180 holding.
White Pine Capital first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
White Pine Capital's Kenvue position peaked at $1.31M in Q1 2025.
1,012 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.