Winslow Asset Management’s Kenvue KVUE Stock Holding History

Winslow Asset 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
2026 Q1	$2.87M	Sell	166,590 -11,591	-7%	-$206K	0.56%	45
2025 Q4	$3.07M	Buy	178,181 +6,231	+4%	+$102K	0.57%	45
2025 Q3	$2.79M	Buy	171,950 +2,843	+2%	+$58K	0.52%	46
2025 Q2	$3.54M	Buy	169,107 +1,949	+1%	+$44.3K	0.71%	43
2025 Q1	$4.01M	Buy	167,158 +7,108	+4%	+$157K	0.88%	42
2024 Q4	$3.42M	Buy	160,050 +5,121	+3%	+$116K	0.68%	45
2024 Q3	$3.58M	Buy	154,929 +1,657	+1%	+$34.3K	0.66%	45
2024 Q2	$2.79M	Buy	153,272 +5,768	+4%	+$112K	0.55%	46
2024 Q1	$3.17M	Sell	147,504 -4,426	-3%	-$89.8K	0.6%	46
2023 Q4	$3.27M	Buy	151,930 +28,079	+23%	+$562K	0.67%	45
2023 Q3	$2.49M	Buy	+123,851	New	+$2.87M	0.58%	46

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

Winslow Asset Management's KVUE Position: Q1 2026 in Review

Winslow Asset Management reduced its Kenvue (KVUE) stake by 6.5% in Q1 2026, selling an estimated $206K and leaving 166,590 shares worth $2.87M. The position accounts for 0.56% of the portfolio, ranked #45.

Winslow Asset Management first reported a position in KVUE in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.01M in Q1 2025. 1,013 funds tracked by Wall St. Rank hold KVUE as of Q1 2026.

Winslow Asset Management held 166,590 shares of Kenvue worth $2.87M as of Q1 2026.
Winslow Asset Management sold 11,591 Kenvue shares in Q1 2026, an estimated $206K.
Kenvue made up 0.56% of Winslow Asset Management's portfolio in Q1 2026, its #45 holding.
Winslow Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 11 quarters since.
Winslow Asset Management's Kenvue position peaked at $4.01M in Q1 2025.
1,013 funds tracked by Wall St. Rank held Kenvue as of Q1 2026.

Based on Winslow Asset Management's 13F filing for Q1 2026, filed 5 May 2026.