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Aletheian Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Aletheian Wealth Advisors’s Portfolio JNJ Stock Details JNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$666K Buy
2,514
+38
+2% +$10K 0.27% 51
2026
Q2 		$629K Buy
2,476
+377
+18% +$87.9K 0.27% 57
2026
Q1 		$513K Buy
+2,099
New +$489K 0.25% 56
2025
Q3 		$415K Sell
2,238
-10
-0.4% -$1.71K 0.19% 66
2025
Q2 		$343K Sell
2,248
-263
-10% -$40.4K 0.17% 69
2025
Q1 		$416K Buy
2,511
+972
+63% +$152K 0.23% 62
2024
Q4 		$223K Sell
1,539
-493
-24% -$76.4K 0.13% 74
2024
Q3 		$329K Sell
2,032
-5,426
-73% -$865K 0.19% 64
2024
Q2 		$1.09M Buy
7,458
+250
+3% +$37.2K 0.57% 40
2024
Q1 		$1.14M Buy
7,208
+615
+9% +$97.9K 0.62% 40
2023
Q4 		$1.03M Sell
6,593
-247
-4% -$37.9K 0.68% 36
2023
Q3 		$1.07M Sell
6,840
-960
-12% -$158K 0.82% 34
2023
Q2 		$1.29M Buy
7,800
+5,974
+327% +$964K 0.88% 30
2023
Q1 		$283K Sell
1,826
-2,145
-54% -$346K 0.25% 53
2022
Q4 		$701K Buy
3,971
+2,661
+203% +$459K 0.61% 36
2022
Q3 		$214K Sell
1,310
-252
-16% -$42.6K 0.24% 51
2022
Q2 		$277K Buy
1,562
+297
+23% +$52.9K 0.28% 48
2022
Q1 		$224K Buy
1,265
+54
+4% +$9.19K 0.21% 53
2021
Q4 		$207K Buy
+1,211
New +$198K 0.2% 47

Other funds holding JNJ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Aletheian Wealth Advisors's JNJ Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 1.5% in Q3 2026, buying an estimated $10K and bringing the position to 2,514 shares worth $666K. The position accounts for 0.27% of the portfolio, ranked #51.

Aletheian Wealth Advisors first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q2 2023. 267 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Aletheian Wealth Advisors held 2,514 shares of Johnson & Johnson worth $666K as of Q3 2026.
  • Aletheian Wealth Advisors bought 38 Johnson & Johnson shares in Q3 2026, an estimated $10K.
  • Johnson & Johnson made up 0.27% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Aletheian Wealth Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Aletheian Wealth Advisors's Johnson & Johnson position peaked at $1.29M in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.