Aviso Wealth Management
JNJ icon

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

Aviso Wealth 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
2026
Q3 		$3.99M Sell
15,057
-280
-2% -$73.9K 1.53% 19
2026
Q2 		$39M Sell
15,337
-1,115
-7% -$260K 13.27% 1
2026
Q1 		$4.02M Sell
16,452
-649
-4% -$151K 1.81% 15
2025
Q4 		$3.54M Sell
17,101
-1,068
-6% -$211K 1.49% 18
2025
Q3 		$3.37M Buy
18,169
+438
+2% +$75K 1.47% 18
2025
Q2 		$2.71M Sell
17,731
-206
-1% -$31.7K 1.26% 18
2025
Q1 		$2.97M Buy
17,937
+2,218
+14% +$347K 1.58% 14
2024
Q4 		$2.27M Buy
15,719
+4,081
+35% +$632K 1.16% 16
2024
Q3 		$1.89M Sell
11,638
-121
-1% -$19.3K 1.02% 25
2024
Q2 		$1.72M Sell
11,759
-46
-0.4% -$6.84K 1.02% 21
2024
Q1 		$1.87M Sell
11,805
-26
-0.2% -$4.14K 1.18% 19
2023
Q4 		$1.85M Buy
+11,831
New +$1.81M 1.34% 15

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Aviso Wealth Management's JNJ Position: Q3 2026 in Review

Aviso Wealth Management reduced its Johnson & Johnson (JNJ) stake by 1.8% in Q3 2026, selling an estimated $73.9K and leaving 15,057 shares worth $3.99M. The position accounts for 1.53% of the portfolio, ranked #19.

Aviso Wealth Management first reported a position in JNJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $39M in Q2 2026. 3,394 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Aviso Wealth Management held 15,057 shares of Johnson & Johnson worth $3.99M as of Q3 2026.
  • Aviso Wealth Management sold 280 Johnson & Johnson shares in Q3 2026, an estimated $73.9K.
  • Johnson & Johnson made up 1.53% of Aviso Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Aviso Wealth Management first reported a position in Johnson & Johnson in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Johnson & Johnson position peaked at $39M in Q2 2026.
  • 3,394 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.