Catherine Avery Investment Management’s Johnson & Johnson JNJ Stock Holding History

Catherine Avery Investment 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	$333K	Hold	1,257	–	–	0.29%	49
2026 Q2	$319K	Sell	1,257 -177	-12%	-$41.3K	0.14%	51
2026 Q1	$351K	Sell	1,434 -113	-7%	-$26.3K	0.16%	46
2025 Q4	$320K	Hold	1,547	–	–	0.19%	45
2025 Q3	$287K	Sell	1,547 -223	-13%	-$38.2K	0.18%	45
2025 Q2	$270K	Sell	1,770 -91	-5%	-$14K	0.21%	44
2025 Q1	$309K	Sell	1,861 -93	-5%	-$14.6K	0.28%	40
2024 Q4	$283K	Buy	+1,954	New	+$303K	0.25%	43

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Catherine Avery Investment Management's JNJ Position: Q3 2026 in Review

Catherine Avery Investment Management held its Johnson & Johnson (JNJ) position steady in Q3 2026 at 1,257 shares worth $333K. The position accounts for 0.29% of the portfolio, ranked #49.

Catherine Avery Investment Management first reported a position in JNJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $351K in Q1 2026. 749 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

Catherine Avery Investment Management held 1,257 shares of Johnson & Johnson worth $333K as of Q3 2026.
Catherine Avery Investment Management left its Johnson & Johnson share count unchanged in Q3 2026.
Johnson & Johnson made up 0.29% of Catherine Avery Investment Management's portfolio in Q3 2026, its #49 holding.
Catherine Avery Investment Management first reported a position in Johnson & Johnson in Q4 2024 and has held it in 8 quarters since.
Catherine Avery Investment Management's Johnson & Johnson position peaked at $351K in Q1 2026.
749 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.