Yousif Capital Management’s Kenvue KVUE Stock Holding History

Yousif Capital 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	$10.2M	Sell	533,838 -18,672	-3%	-$329K	0.11%	151
2026 Q1	$9.53M	Buy	552,510 +6,590	+1%	+$117K	0.11%	162
2025 Q4	$9.6M	Buy	545,920 +17,762	+3%	+$290K	0.11%	167
2025 Q3	$8.57M	Sell	528,158 -13,050	-2%	-$266K	0.09%	195
2025 Q2	$11.3M	Sell	541,208 -18,897	-3%	-$430K	0.12%	149
2025 Q1	$13.4M	Buy	560,105 +9,698	+2%	+$215K	0.16%	123
2024 Q4	$11.8M	Sell	550,407 -29,000	-5%	-$658K	0.13%	136
2024 Q3	$13.4M	Buy	579,407 +10,323	+2%	+$214K	0.15%	128
2024 Q2	$10.3M	Buy	569,084 +58,519	+11%	+$1.13M	0.12%	154
2024 Q1	$11M	Buy	510,565 +167,881	+49%	+$3.41M	0.12%	159
2023 Q4	$7.38M	Buy	342,684 +72,504	+27%	+$1.45M	0.09%	213
2023 Q3	$5.43M	Buy	+270,180	New	+$6.25M	0.07%	281

Other funds holding KVUE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

CIEC

Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Yousif Capital Management's KVUE Position: Q2 2026 in Review

Yousif Capital Management reduced its Kenvue (KVUE) stake by 3.4% in Q2 2026, selling an estimated $329K and leaving 533,838 shares worth $10.2M. The position accounts for 0.11% of the portfolio, ranked #151.

Yousif Capital Management first reported a position in KVUE in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q1 2025. 254 funds tracked by Wall St. Rank hold KVUE as of Q2 2026.

Yousif Capital Management held 533,838 shares of Kenvue worth $10.2M as of Q2 2026.
Yousif Capital Management sold 18,672 Kenvue shares in Q2 2026, an estimated $329K.
Kenvue made up 0.11% of Yousif Capital Management's portfolio in Q2 2026, its #151 holding.
Yousif Capital Management first reported a position in Kenvue in Q3 2023 and has held it in 12 quarters since.
Yousif Capital Management's Kenvue position peaked at $13.4M in Q1 2025.
254 funds tracked by Wall St. Rank held Kenvue as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.