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Comgest Global Investors’s Johnson & Johnson JNJ Stock Holding History

Comgest Global Investors’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 		$328M Sell
1,289,528
-54,703
-4% -$12.7M 7.21% 3
2026
Q1 		$329M Sell
1,344,231
-309,702
-19% -$72.1M 7.16% 2
2025
Q4 		$342M Sell
1,653,933
-164,767
-9% -$32.6M 6.1% 5
2025
Q3 		$337M Sell
1,818,700
-251,012
-12% -$43M 5.97% 6
2025
Q2 		$316M Sell
2,069,712
-89,108
-4% -$13.7M 5.39% 6
2025
Q1 		$358M Buy
2,158,820
+57,917
+3% +$9.06M 6.39% 7
2024
Q4 		$304M Buy
2,100,903
+3,714
+0.2% +$576K 4.98% 7
2024
Q3 		$340M Buy
2,097,189
+109,235
+5% +$17.4M 4.87% 8
2024
Q2 		$291M Buy
1,987,954
+127,133
+7% +$18.9M 3.99% 8
2024
Q1 		$294M Buy
1,860,821
+44,207
+2% +$7.04M 4.1% 7
2023
Q4 		$285M Buy
1,816,614
+5,585
+0.3% +$856K 4.27% 7
2023
Q3 		$282M Buy
1,811,029
+86,404
+5% +$14.3M 4.83% 6
2023
Q2 		$285M Sell
1,724,625
-20,113
-1% -$3.25M 4.77% 6
2023
Q1 		$270M Sell
1,744,738
-90,943
-5% -$14.7M 5.07% 6
2022
Q4 		$324M Buy
1,835,681
+359,176
+24% +$62M 7.16% 4
2022
Q3 		$241M Buy
1,476,505
+33,997
+2% +$5.75M 5.31% 6
2022
Q2 		$256M Buy
1,442,508
+98,501
+7% +$17.6M 5.03% 7
2022
Q1 		$238M Sell
1,344,007
-97,110
-7% -$16.5M 3.72% 9
2021
Q4 		$247M Buy
1,441,117
+38,080
+3% +$6.23M 3.28% 12
2021
Q3 		$227M Buy
1,403,037
+51,014
+4% +$8.7M 2.97% 15
2021
Q2 		$223M Sell
1,352,023
-164,670
-11% -$27.3M 3.03% 14
2021
Q1 		$249M Buy
1,516,693
+94,964
+7% +$15.4M 3.82% 12
2020
Q4 		$224M Buy
1,421,729
+70,845
+5% +$10.5M 3.93% 11
2020
Q3 		$201M Buy
1,350,884
+10,350
+0.8% +$1.53M 3.01% 14
2020
Q2 		$189M Sell
1,340,534
-48,422
-3% -$7.06M 3.16% 14
2020
Q1 		$182M Sell
1,388,956
-141,144
-9% -$20M 3.72% 12
2019
Q4 		$223M Sell
1,530,100
-17,300
-1% -$2.35M 4.03% 11
2019
Q3 		$200M Buy
1,547,400
+92,800
+6% +$12.2M 4.08% 11
2019
Q2 		$203M Sell
1,454,600
-187,600
-11% -$26M 4.4% 9
2019
Q1 		$230M Buy
1,642,200
+150,400
+10% +$20.1M 5.03% 8
2018
Q4 		$193M Buy
1,491,800
+840,100
+129% +$117M 4.76% 7
2018
Q3 		$90M Buy
651,700
+514,500
+375% +$68.4M 2.02% 17
2018
Q2 		$16.6M Buy
137,200
+16,800
+14% +$2.1M 0.37% 22
2018
Q1 		$15.4M Buy
120,400
+9,300
+8% +$1.26M 0.34% 22
2017
Q4 		$15.5M Buy
111,100
+74,500
+204% +$10.4M 0.34% 24
2017
Q3 		$4.76M Buy
36,600
+8,700
+31% +$1.15M 0.11% 39
2017
Q2 		$3.69M Hold
27,900
– – 0.09% 40
2017
Q1 		$3.47M Sell
27,900
-904,750
-97% -$108M 0.09% 41
2016
Q4 		$107M Sell
932,650
-59,200
-6% -$6.84M 3.49% 9
2016
Q3 		$117M Sell
991,850
-180,100
-15% -$21.8M 3.49% 10
2016
Q2 		$142M Buy
1,171,950
+23,900
+2% +$2.72M 4.32% 9
2016
Q1 		$124M Buy
1,148,050
+318,300
+38% +$33M 4.23% 10
2015
Q4 		$85.2M Buy
829,750
+114,510
+16% +$11.5M 2.84% 12
2015
Q3 		$66.8M Buy
715,240
+48,000
+7% +$4.64M 2.53% 12
2015
Q2 		$65M Sell
667,240
-9,400
-1% -$941K 2.16% 13
2015
Q1 		$68.1M Sell
676,640
-174,100
-20% -$17.7M 2.12% 13
2014
Q4 		$89M Buy
+850,740
New +$89.7M 2.72% 11

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Comgest Global Investors's JNJ Position: Q2 2026 in Review

Comgest Global Investors reduced its Johnson & Johnson (JNJ) stake by 4.1% in Q2 2026, selling an estimated $12.7M and leaving 1,289,528 shares worth $328M. The position accounts for 7.21% of the portfolio, ranked #3.

Comgest Global Investors first reported a position in JNJ in Q4 2014 and has held it in 47 quarters since. The position peaked at $358M in Q1 2025. 2,122 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Comgest Global Investors held 1,289,528 shares of Johnson & Johnson worth $328M as of Q2 2026.
  • Comgest Global Investors sold 54,703 Johnson & Johnson shares in Q2 2026, an estimated $12.7M.
  • Johnson & Johnson made up 7.21% of Comgest Global Investors's portfolio in Q2 2026, its #3 holding.
  • Comgest Global Investors first reported a position in Johnson & Johnson in Q4 2014 and has held it in 47 quarters since.
  • Comgest Global Investors's Johnson & Johnson position peaked at $358M in Q1 2025.
  • 2,122 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Comgest Global Investors's 13F filing for Q2 2026, filed 24 Jul 2026.