KVUE KENVUE INC

Ownership history in NS Partners Ltd  ·  9 quarters on record

AI Ownership Summary

NS Partners Ltd reported KENVUE INC (KVUE) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.55% in 2023 Q4. The latest visible filing shows KVUE at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KVUE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NS Partners Ltd's position in KENVUE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KVUE was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NS Partners Ltd held KVUE — position size vs. price
% of Fund (quarterly)    KVUE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 505,762 +15,652 +3.2% 0.32% $8.2M 2025-11-13 $16.58
2025 Q2 REDUCED 490,110 -13,880 -2.8% 0.42% $10.3M 2025-08-07 $21.04
2025 Q1 ADDED 503,990 +3,031 +0.6% 0.53% $12.1M 2025-05-12 $23.01
2024 Q4 REDUCED 500,959 -8,116 -1.6% 0.44% $10.7M 2025-02-07 $19.16
2024 Q3 ADDED 509,075 +9,240 +1.8% 0.50% $11.8M 2024-11-08 $22.28
2024 Q2 REDUCED 499,835 -30,000 -5.7% 0.41% $9.1M 2024-08-08 $19.81
2024 Q1 REDUCED 529,835 -167 -0.0% 0.52% $11.4M 2024-05-09 $19.14
2023 Q4 ADDED 530,002 +238,096 +81.6% 0.55% $11.4M 2024-02-09 $17.65
2023 Q3 INITIATED 291,906 0.32% $5.9M 2023-11-13 $17.44

FAQ About NS Partners Ltd and KVUE

These are the practical questions this page is built to answer before you even open the full history table.

How long has NS Partners Ltd reported owning KVUE?

NS Partners Ltd reported KVUE across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported KVUE position in NS Partners Ltd's portfolio?

The largest reported portfolio weight for KVUE was 0.55% in 2023 Q4.

What is the latest reported KVUE position on this page?

The most recent filing on this page is 2025 Q3, when NS Partners Ltd reported 505,762 shares, equal to 0.32% of portfolio, with an estimated market value of $8.2M.

What does the chart on this KVUE ownership page compare?

The chart compares NS Partners Ltd's quarterly KVUE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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