Avidity Partners Management’s Johnson & Johnson JNJ Stock Holding History

Avidity Partners Management’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 Q4	–	Sell	-26,800	Closed	-$4.97M	–	49
2025 Q3	$4.97M	Buy	+26,800	New	+$4.59M	1.13%	21
2022 Q3	–	Sell	-900,200	Closed	-$160M	–	100
2022 Q2	$160M	Buy	900,200 +546,200	+154%	+$97.3M	3.67%	9
2022 Q1	$62.7M	Buy	+354,000	New	+$60.2M	1.31%	25

Other funds holding JNJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avidity Partners Management's JNJ Position: Q4 2025 in Review

Avidity Partners Management sold out of Johnson & Johnson (JNJ) in Q4 2025, closing a stake of 26,800 shares — an estimated $4.97M sold.

Avidity Partners Management first reported a position in JNJ in Q1 2022 and held it in 3 quarters. The position peaked at $160M in Q2 2022. 4,551 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.

Avidity Partners Management reported no remaining Johnson & Johnson position as of Q4 2025 after selling out during the quarter.
Avidity Partners Management sold 26,800 Johnson & Johnson shares in Q4 2025, an estimated $4.97M.
Avidity Partners Management first reported a position in Johnson & Johnson in Q1 2022 and held it in 3 quarters.
Avidity Partners Management's Johnson & Johnson position peaked at $160M in Q2 2022.
4,551 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.

Based on Avidity Partners Management's 13F filing for Q4 2025, filed 13 Feb 2026.