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Evergreen Private Wealth’s Johnson & Johnson JNJ Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-323
Closed -$59.9K – 154
2025
Q3 		$59.9K Sell
323
-28
-8% -$4.8K 0.02% 108
2025
Q2 		$53.6K Hold
351
– – 0.02% 113
2025
Q1 		$58.2K Hold
351
– – 0.03% 111
2024
Q4 		$50.8K Hold
351
– – 0.02% 117
2024
Q3 		$56.9K Hold
351
– – 0.03% 115
2024
Q2 		$51.3K Hold
351
– – 0.03% 118
2024
Q1 		$55.5K Hold
351
– – 0.03% 116
2023
Q4 		$55K Buy
+351
New +$53.8K 0.03% 108

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Private Wealth's JNJ Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Johnson & Johnson (JNJ) in Q4 2025, closing a stake of 323 shares — an estimated $59.9K sold.

Evergreen Private Wealth first reported a position in JNJ in Q4 2023 and held it in 8 quarters. The position peaked at $59.9K in Q3 2025. 4,520 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Johnson & Johnson position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 323 Johnson & Johnson shares in Q4 2025, an estimated $59.9K.
  • Evergreen Private Wealth first reported a position in Johnson & Johnson in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Johnson & Johnson position peaked at $59.9K in Q3 2025.
  • 4,520 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.