Cascade Financial Partners’s Johnson & Johnson JNJ Stock Holding History

Cascade Financial Partners’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	$1.92M	Sell	7,564 -548	-7%	-$128K	0.17%	85
2026 Q1	$1.98M	Sell	8,112 -164	-2%	-$38.2K	0.2%	83
2025 Q4	$1.71M	Buy	8,276 +387	+5%	+$76.5K	0.17%	89
2025 Q3	$1.46M	Sell	7,889 -659	-8%	-$113K	0.17%	92
2025 Q2	$1.31M	Buy	8,548 +74	+0.9%	+$11.4K	0.16%	96
2025 Q1	$1.41M	Sell	8,474 -16	-0.2%	-$2.5K	0.18%	90
2024 Q4	$1.23M	Sell	8,490 -24	-0.3%	-$3.72K	0.16%	89
2024 Q3	$1.39M	Buy	8,514 +262	+3%	+$41.7K	0.17%	82
2024 Q2	$1.21M	Sell	8,252 -900	-10%	-$134K	0.16%	86
2024 Q1	$1.35M	Buy	+9,152	New	+$1.46M	0.19%	76

Other funds holding JNJ

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cascade Financial Partners's JNJ Position: Q2 2026 in Review

Cascade Financial Partners reduced its Johnson & Johnson (JNJ) stake by 6.8% in Q2 2026, selling an estimated $128K and leaving 7,564 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #85.

Cascade Financial Partners first reported a position in JNJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.98M in Q1 2026. 4,665 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Cascade Financial Partners held 7,564 shares of Johnson & Johnson worth $1.92M as of Q2 2026.
Cascade Financial Partners sold 548 Johnson & Johnson shares in Q2 2026, an estimated $128K.
Johnson & Johnson made up 0.17% of Cascade Financial Partners's portfolio in Q2 2026, its #85 holding.
Cascade Financial Partners first reported a position in Johnson & Johnson in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Johnson & Johnson position peaked at $1.98M in Q1 2026.
4,665 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.