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

Collaborative 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
2024
Q4 		– Sell
-1,933
Closed -$313K – 181
2024
Q3 		$313K Hold
1,933
– – 0.14% 125
2024
Q2 		$283K Sell
1,933
-147
-7% -$21.9K 0.14% 128
2024
Q1 		$329K Sell
2,080
-9
-0.4% -$1.43K 0.17% 114
2023
Q4 		$328K Sell
2,089
-399
-16% -$61.2K 0.18% 111
2023
Q3 		$387K Buy
2,488
+157
+7% +$25.9K 0.23% 100
2023
Q2 		$386K Buy
2,331
+35
+2% +$5.65K 0.23% 99
2023
Q1 		$356K Sell
2,296
-1
-0% -$161 0.22% 110
2022
Q4 		$406K Hold
2,297
– – 0.27% 99
2022
Q3 		$375K Hold
2,297
– – 0.27% 100
2022
Q2 		$408K Buy
+2,297
New +$409K 0.27% 106
2021
Q4 		$444K Buy
+2,594
New +$425K 0.24% 123
2021
Q1 		$407K Buy
+2,297
New +$372K 0.23% 128

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Collaborative Wealth Management's JNJ Position: Q4 2024 in Review

Collaborative Wealth Management sold out of Johnson & Johnson (JNJ) in Q4 2024, closing a stake of 1,933 shares — an estimated $313K sold.

Collaborative Wealth Management first reported a position in JNJ in Q1 2021 and held it in 12 quarters. The position peaked at $444K in Q4 2021. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Collaborative Wealth Management reported no remaining Johnson & Johnson position as of Q4 2024 after selling out during the quarter.
  • Collaborative Wealth Management sold 1,933 Johnson & Johnson shares in Q4 2024, an estimated $313K.
  • Collaborative Wealth Management first reported a position in Johnson & Johnson in Q1 2021 and held it in 12 quarters.
  • Collaborative Wealth Management's Johnson & Johnson position peaked at $444K in Q4 2021.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Collaborative Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.