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Caerus Investment Advisors’s Johnson & Johnson JNJ Stock Holding History

Caerus Investment Advisors’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 		$762K Sell
3,001
-21
-0.7% -$4.89K 0.25% 71
2026
Q1 		$739K Buy
3,022
+5
+0.2% +$1.17K 0.31% 59
2025
Q4 		$624K Buy
3,017
+458
+18% +$90.6K 0.2% 112
2025
Q3 		$474K Buy
+2,559
New +$438K 0.19% 123

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caerus Investment Advisors's JNJ Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Johnson & Johnson (JNJ) stake by 0.69% in Q2 2026, selling an estimated $4.89K and leaving 3,001 shares worth $762K. The position accounts for 0.25% of the portfolio, ranked #71.

Caerus Investment Advisors first reported a position in JNJ in Q3 2025 and has held it in 4 quarters since. 4,686 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Caerus Investment Advisors held 3,001 shares of Johnson & Johnson worth $762K as of Q2 2026.
  • Caerus Investment Advisors sold 21 Johnson & Johnson shares in Q2 2026, an estimated $4.89K.
  • Johnson & Johnson made up 0.25% of Caerus Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Caerus Investment Advisors first reported a position in Johnson & Johnson in Q3 2025 and has held it in 4 quarters since.
  • 4,686 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.