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Carter Financial Group’s Johnson & Johnson JNJ Stock Holding History

Carter Financial Group’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 		$670K Buy
2,640
+523
+25% +$122K 0.35% 58
2026
Q1 		$518K Sell
2,117
-294
-12% -$68.5K 0.32% 56
2025
Q4 		$499K Buy
+2,411
New +$477K 0.3% 56
2025
Q3 		– Sell
-1,905
Closed -$288K – 125
2025
Q2 		$288K Buy
+1,905
New +$293K 0.19% 84
2022
Q1 		$242K Buy
+1,364
New +$232K 0.32% 46

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Carter Financial Group's JNJ Position: Q2 2026 in Review

Carter Financial Group increased its Johnson & Johnson (JNJ) stake by 25% in Q2 2026, buying an estimated $122K and bringing the position to 2,640 shares worth $670K. The position accounts for 0.35% of the portfolio, ranked #58.

Carter Financial Group first reported a position in JNJ in Q1 2022 and has held it in 5 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Carter Financial Group held 2,640 shares of Johnson & Johnson worth $670K as of Q2 2026.
  • Carter Financial Group bought 523 Johnson & Johnson shares in Q2 2026, an estimated $122K.
  • Johnson & Johnson made up 0.35% of Carter Financial Group's portfolio in Q2 2026, its #58 holding.
  • Carter Financial Group first reported a position in Johnson & Johnson in Q1 2022 and has held it in 5 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.