KVUE
Kenvue Inc. · Consumer Defensive · Household & Personal Products
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.9% ·
Aktienfluss +17.1% ·
neue Nettopositionen -6.2%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 164 | -1 | 1.32B | $25.19B | +2 | −2 |
| Q1 2026 | 167 | +1 | 1.27B | $21.89B | +4 | −4 |
| Q4 2025 | 165 | 0 | 1.42B | $24.45B | +2 | −1 |
| Q3 2025 | 23 | -2 | 940.73M | $15.26B | +1 | −4 |
| Q2 2025 | 23 | +3 | 954.00M | $19.96B | +3 | — |
| Q1 2025 | 17 | +1 | 553.14M | $13.26B | +2 | −1 |
| Q4 2024 | 16 | -1 | 571.20M | $12.19B | +1 | −2 |
| Q3 2024 | 16 | -1 | 439.93M | $10.17B | — | −1 |
| Q2 2024 | 17 | — | 375.61M | $6.83B | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 237.67M | +34.2% | $5.50B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 237.67M | +34.2% | $5.50B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 79.09M | -4.2% | $1.83B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passiv) | 44.68M | +0.9% | $1.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Geode Capital Management ✦ (passiv) | 44.68M | +0.9% | $1.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Harris Associates (Oakmark) ✦ | 31.46M | +7.5% | $727.66M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Harris Associates (Oakmark) ✦ | 31.46M | +7.5% | $727.66M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Norges Bank ✦ (passiv) | 24.14M | +1750.1% | $558.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Capital World Investors ✦ | 10.01M | 0.0% | $231.51M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 3.40M | -82.2% | $78.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 3.09M | +14.2% | $71.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 2.70M | -18.0% | $62.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 1.64M | -18.9% | $37.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 669.06K | -37.9% | $15.48M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Tweedy, Browne ✦ | 383.21K | -1.9% | $8.86M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 334.77K | -71.6% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 334.77K | -71.6% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 333.71K | +24.6% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Gotham Asset Management ✦ | 247.17K | -67.6% | $5.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 91.66K | +0.9% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Soros Fund Management | $3.38M | war 0.1% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 1,006 Inhaber, 1.73B Anteile, $28.67B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.