Aureum Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Sell
792
-331
-29% -$77.1K 0.12% 62
2026
Q1
$275K Buy
+1,123
New +$262K 0.19% 52

Other funds holding JNJ

Aureum Wealth Management's JNJ Position: Q2 2026 in Review

Aureum Wealth Management reduced its Johnson & Johnson (JNJ) stake by 29% in Q2 2026, selling an estimated $77.1K and leaving 792 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #62.

Aureum Wealth Management first reported a position in JNJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $275K in Q1 2026. 4,652 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Aureum Wealth Management held 792 shares of Johnson & Johnson worth $201K as of Q2 2026.
  • Aureum Wealth Management sold 331 Johnson & Johnson shares in Q2 2026, an estimated $77.1K.
  • Johnson & Johnson made up 0.12% of Aureum Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Aureum Wealth Management first reported a position in Johnson & Johnson in Q1 2026 and has held it in 2 quarters since.
  • Aureum Wealth Management's Johnson & Johnson position peaked at $275K in Q1 2026.
  • 4,652 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.