Alliance Private Wealth
JNJ icon

Alliance Private Wealth’s Johnson & Johnson JNJ Stock Holding History

Alliance Private Wealth’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 		$1.8M Sell
6,799
-905
-12% -$239K 0.67% 34
2026
Q2 		$1.96M Sell
7,704
-1,018
-12% -$237K 0.68% 36
2026
Q1 		$2.13M Buy
8,722
+161
+2% +$37.5K 0.77% 29
2025
Q4 		$2M Buy
+8,561
New +$1.69M 0.69% 33

Other funds holding JNJ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alliance Private Wealth's JNJ Position: Q3 2026 in Review

Alliance Private Wealth reduced its Johnson & Johnson (JNJ) stake by 12% in Q3 2026, selling an estimated $239K and leaving 6,799 shares worth $1.8M. The position accounts for 0.67% of the portfolio, ranked #34.

Alliance Private Wealth first reported a position in JNJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2026. 3,750 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Alliance Private Wealth held 6,799 shares of Johnson & Johnson worth $1.8M as of Q3 2026.
  • Alliance Private Wealth sold 905 Johnson & Johnson shares in Q3 2026, an estimated $239K.
  • Johnson & Johnson made up 0.67% of Alliance Private Wealth's portfolio in Q3 2026, its #34 holding.
  • Alliance Private Wealth first reported a position in Johnson & Johnson in Q4 2025 and has held it in 4 quarters since.
  • Alliance Private Wealth's Johnson & Johnson position peaked at $2.13M in Q1 2026.
  • 3,750 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Alliance Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.