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Avantax Advisory Services’s Johnson & Johnson JNJ Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$33.1M Buy
216,409
+3,079
+1% +$473K 0.18% 86
2025
Q1 		$35.4M Buy
213,330
+19,529
+10% +$3.06M 0.21% 73
2024
Q4 		$28M Sell
193,801
-6,334
-3% -$982K 0.18% 89
2024
Q3 		$32.4M Buy
200,135
+3,070
+2% +$489K 0.21% 72
2024
Q2 		$28.8M Buy
197,065
+63,765
+48% +$9.48M 0.21% 76
2024
Q1 		$21.1M Sell
133,300
-6,486
-5% -$1.03M 0.19% 89
2023
Q4 		$21.9M Sell
139,786
-917
-0.7% -$141K 0.22% 69
2023
Q3 		$21.9M Sell
140,703
-7,419
-5% -$1.22M 0.25% 55
2023
Q2 		$24.5M Buy
148,122
+4,234
+3% +$683K 0.28% 49
2023
Q1 		$22.3M Buy
143,888
+4,403
+3% +$711K 0.27% 50
2022
Q4 		$24.6M Buy
139,485
+6,080
+5% +$1.05M 0.33% 39
2022
Q3 		$21.8M Buy
133,405
+4,134
+3% +$700K 0.33% 36
2022
Q2 		$22.9M Buy
129,271
+3,999
+3% +$713K 0.35% 35
2022
Q1 		$22.2M Buy
125,272
+7,660
+7% +$1.3M 0.31% 46
2021
Q4 		$20.1M Buy
117,612
+8,921
+8% +$1.46M 0.3% 51
2021
Q3 		$17.5M Buy
108,691
+7,140
+7% +$1.22M 0.29% 54
2021
Q2 		$16.7M Sell
101,551
-42
-0% -$6.95K 0.3% 54
2021
Q1 		$16.7M Buy
101,593
+7,283
+8% +$1.18M 0.36% 48
2020
Q4 		$14.9M Sell
94,310
-84,891
-47% -$12.5M 0.35% 48
2020
Q3 		$26.7M Buy
179,201
+97,411
+119% +$14.4M 0.43% 37
2020
Q2 		$11.5M Buy
81,790
+4,119
+5% +$600K 0.33% 50
2020
Q1 		$10.2M Buy
77,671
+5,405
+7% +$767K 0.3% 54
2019
Q4 		$10.5M Buy
72,266
+18,426
+34% +$2.5M 0.24% 65
2019
Q3 		$6.97M Sell
53,840
-1,400
-3% -$184K 0.28% 46
2019
Q2 		$7.69M Buy
55,240
+11,729
+27% +$1.62M 0.34% 39
2019
Q1 		$6.08M Buy
43,511
+382
+0.9% +$51.2K 0.32% 36
2018
Q4 		$5.57M Buy
+43,129
New +$6.02M 0.94% 25

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's JNJ Position: Q2 2025 in Review

Avantax Advisory Services increased its Johnson & Johnson (JNJ) stake by 1.4% in Q2 2025, buying an estimated $473K and bringing the position to 216,409 shares worth $33.1M. The position accounts for 0.18% of the portfolio, ranked #86.

Avantax Advisory Services first reported a position in JNJ in Q4 2018 and has held it in 27 quarters since. The position peaked at $35.4M in Q1 2025. 4,082 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • Avantax Advisory Services held 216,409 shares of Johnson & Johnson worth $33.1M as of Q2 2025.
  • Avantax Advisory Services bought 3,079 Johnson & Johnson shares in Q2 2025, an estimated $473K.
  • Johnson & Johnson made up 0.18% of Avantax Advisory Services's portfolio in Q2 2025, its #86 holding.
  • Avantax Advisory Services first reported a position in Johnson & Johnson in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Johnson & Johnson position peaked at $35.4M in Q1 2025.
  • 4,082 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.