$KVUE is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.87%, with an average of 0.16% of portfolio. Largest holder: Quarry LP at 1.87%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
KENVUE INC
13F holders
1,005
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 1,005 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
—
03
Morningstar Investment Services LLC
—
—
04
Evergreen Capital Management LLC
—
—
05
TOMS Capital Investment Management LP
—
—
06
Siemens Pension Trust E V
—
—
07
ProShare Advisors LLC
—
—
08
Brightline Capital Management, LLC
—
—
09
Nbc Securities, Inc.
—
—
10
Minneapolis Portfolio Management Group, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
20 holders · Q1 202601
Quarry LP
1.87% NEW
α +10.6pts
02
Motley Fool Wealth Management, LLC
0.37% NEW
α +15.3pts
03
ELCO Management Co., LLC
0.20% NEW
α +10.8pts
04
Scopia Capital Management LP
0.14% NEW
α +10.2pts
05
Caption Management, LLC
0.11% held
α +15.5pts
06
Aigen Investment Management, LP
0.07% held
α +50.5pts
07
Aequim Alternative Investments LP
0.07% held
α +19.5pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.06% held
α +27.5pts
09
Costello Asset Management, INC
0.05% held
α +14.3pts
10
Bradley Foster & Sargent INC
0.05% held
α +11.1pts
11
Citigroup Inc.
0.04% held
α +26.3pts
12
Impact Partnership Wealth, LLC
0.04% held
α +10.3pts
13
TRUE Private Wealth Advisors
0.02% held
α +23.4pts
14
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
15
Venture Visionary Partners LLC
0.01% held
α +10.3pts
16
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
17
WINTON GROUP Ltd
0.01% held
α +27.0pts
18
Wellington Management Group LLP
0.01% held
α +10.5pts
19
Erste Asset Management GmbH
0.00% held
α +33.4pts
20
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
3 transactions · 2 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
27 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $KVUE lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $KVUE — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:23 UTC.