XML Financial’s Kenvue KVUE Stock Holding History

XML Financial’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	–	Sell	-10,550	Closed	-$182K	–	457
2026 Q1	$182K	Sell	10,550 -3,300	-24%	-$58.8K	0.01%	404
2025 Q4	$239K	Sell	13,850 -3,600	-21%	-$58.9K	0.02%	377
2025 Q3	$283K	Sell	17,450 -9,350	-35%	-$191K	0.02%	323
2025 Q2	$561K	Sell	26,800 -500	-2%	-$11.4K	0.05%	229
2025 Q1	$655K	Hold	27,300	–	–	0.06%	202
2024 Q4	$583K	Sell	27,300 -350	-1%	-$7.94K	0.05%	215
2024 Q3	$640K	Buy	+27,650	New	+$573K	0.06%	204

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

XML Financial's KVUE Position: Q2 2026 in Review

XML Financial sold out of Kenvue (KVUE) in Q2 2026, closing a stake of 10,550 shares — an estimated $182K sold.

XML Financial first reported a position in KVUE in Q3 2024 and held it in 7 quarters. The position peaked at $655K in Q1 2025. 1,006 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

XML Financial reported no remaining Kenvue position as of Q2 2026 after selling out during the quarter.
XML Financial sold 10,550 Kenvue shares in Q2 2026, an estimated $182K.
XML Financial first reported a position in Kenvue in Q3 2024 and held it in 7 quarters.
XML Financial's Kenvue position peaked at $655K in Q1 2025.
1,006 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.