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Antipodes Partners’s Johnson & Johnson JNJ Stock Holding History

Antipodes Partners’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
Q2 		$23.3M Sell
91,816
-9,207
-9% -$2.15M 0.43% 50
2026
Q1 		$24.7M Sell
101,023
-15,783
-14% -$3.68M 0.48% 49
2025
Q4 		$24.2M Sell
116,806
-39,157
-25% -$7.74M 0.51% 49
2025
Q3 		$28.9M Buy
155,963
+3,931
+3% +$673K 0.65% 44
2025
Q2 		$23.2M Buy
+152,032
New +$23.4M 0.72% 31

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Antipodes Partners's JNJ Position: Q2 2026 in Review

Antipodes Partners reduced its Johnson & Johnson (JNJ) stake by 9.1% in Q2 2026, selling an estimated $2.15M and leaving 91,816 shares worth $23.3M. The position accounts for 0.43% of the portfolio, ranked #50.

Antipodes Partners first reported a position in JNJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.9M in Q3 2025. 3,371 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Antipodes Partners held 91,816 shares of Johnson & Johnson worth $23.3M as of Q2 2026.
  • Antipodes Partners sold 9,207 Johnson & Johnson shares in Q2 2026, an estimated $2.15M.
  • Johnson & Johnson made up 0.43% of Antipodes Partners's portfolio in Q2 2026, its #50 holding.
  • Antipodes Partners first reported a position in Johnson & Johnson in Q2 2025 and has held it in 5 quarters since.
  • Antipodes Partners's Johnson & Johnson position peaked at $28.9M in Q3 2025.
  • 3,371 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.