Delap Wealth Advisory
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Delap Wealth Advisory’s Johnson & Johnson JNJ Stock Holding History

Delap Wealth Advisory’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 		$417K Buy
1,574
+8
+0.5% +$2.11K 0.14% 59
2026
Q2 		$398K Buy
1,566
+1
+0.1% +$233 0.13% 63
2026
Q1 		$382K Sell
1,565
-260
-14% -$60.6K 0.14% 64
2025
Q4 		$378K Buy
1,825
+416
+30% +$82.3K 0.15% 71
2025
Q3 		$262K Buy
+1,409
New +$241K 0.11% 76
2025
Q2 		– Sell
-8,660
Closed -$1.44M – 83
2025
Q1 		$1.44M Buy
8,660
+7,040
+435% +$1.1M 0.8% 26
2024
Q4 		$234K Sell
1,620
-79
-5% -$12.2K 0.14% 70
2024
Q3 		$275K Sell
1,699
-336
-17% -$53.5K 0.17% 50
2024
Q2 		$297K Sell
2,035
-4,787
-70% -$712K 0.14% 77
2024
Q1 		$1.08M Buy
6,822
+180
+3% +$28.7K 0.44% 40
2023
Q4 		$1.04M Buy
6,642
+5,159
+348% +$791K 0.47% 31
2023
Q3 		$231K Buy
+1,483
New +$245K 0.22% 46
2023
Q2 		– Sell
-1,467
Closed -$227K – 56
2023
Q1 		$227K Sell
1,467
-1,098
-43% -$177K 0.23% 48
2022
Q4 		$453K Buy
+2,565
New +$443K 0.47% 35

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Delap Wealth Advisory's JNJ Position: Q3 2026 in Review

Delap Wealth Advisory increased its Johnson & Johnson (JNJ) stake by 0.51% in Q3 2026, buying an estimated $2.11K and bringing the position to 1,574 shares worth $417K. The position accounts for 0.14% of the portfolio, ranked #59.

Delap Wealth Advisory first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q1 2025. 2,986 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Delap Wealth Advisory held 1,574 shares of Johnson & Johnson worth $417K as of Q3 2026.
  • Delap Wealth Advisory bought 8 Johnson & Johnson shares in Q3 2026, an estimated $2.11K.
  • Johnson & Johnson made up 0.14% of Delap Wealth Advisory's portfolio in Q3 2026, its #59 holding.
  • Delap Wealth Advisory first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
  • Delap Wealth Advisory's Johnson & Johnson position peaked at $1.44M in Q1 2025.
  • 2,986 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.