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 Q2	$3.13M	Sell	163,531 -3,059	-2%	-$53.9K	0.54%	45
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

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

Winslow Asset Management's KVUE Position: Q2 2026 in Review

Winslow Asset Management reduced its Kenvue (KVUE) stake by 1.8% in Q2 2026, selling an estimated $53.9K and leaving 163,531 shares worth $3.13M. The position accounts for 0.54% of the portfolio, ranked #45.

Winslow Asset Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.01M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Winslow Asset Management held 163,531 shares of Kenvue worth $3.13M as of Q2 2026.
Winslow Asset Management sold 3,059 Kenvue shares in Q2 2026, an estimated $53.9K.
Kenvue made up 0.54% of Winslow Asset Management's portfolio in Q2 2026, its #45 holding.
Winslow Asset Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Winslow Asset Management's Kenvue position peaked at $4.01M in Q1 2025.
1,011 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Winslow Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.