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Everhart Financial Group’s Johnson & Johnson JNJ Stock Holding History

Everhart Financial Group’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 		$4.66M Sell
18,334
-1,256
-6% -$293K 0.3% 42
2026
Q1 		$4.79M Buy
19,590
+4,601
+31% +$1.07M 0.41% 34
2025
Q4 		$3.1M Buy
14,989
+1,365
+10% +$270K 0.29% 43
2025
Q3 		$2.53M Buy
13,624
+1,223
+10% +$210K 0.25% 47
2025
Q2 		$1.89M Buy
12,401
+1,710
+16% +$263K 0.22% 60
2025
Q1 		$1.77M Buy
10,691
+4,628
+76% +$724K 0.24% 55
2024
Q4 		$877K Sell
6,063
-3,712
-38% -$575K 0.18% 114
2024
Q3 		$1.57M Buy
9,775
+1,919
+24% +$306K 0.35% 49
2024
Q2 		$1.13M Sell
7,856
-996
-11% -$148K 0.29% 65
2024
Q1 		$1.4M Buy
8,852
+1,980
+29% +$315K 0.41% 44
2023
Q4 		$1.08M Sell
6,872
-2,912
-30% -$447K 0.38% 54
2023
Q3 		$1.52M Buy
9,784
+577
+6% +$95.2K 0.65% 32
2023
Q2 		$1.47M Buy
9,207
+675
+8% +$109K 0.61% 34
2023
Q1 		$1.32M Sell
8,532
-586
-6% -$94.6K 0.59% 33
2022
Q4 		$1.61M Buy
9,118
+640
+8% +$111K 0.81% 28
2022
Q3 		$1.39M Sell
8,478
-43
-0.5% -$7.28K 0.77% 26
2022
Q2 		$1.51M Buy
8,521
+1,222
+17% +$218K 0.92% 25
2022
Q1 		$1.29M Buy
7,299
+1,702
+30% +$290K 0.75% 34
2021
Q4 		$958K Buy
5,597
+405
+8% +$66.3K 0.58% 38
2021
Q3 		$838K Buy
5,192
+118
+2% +$20.1K 0.57% 41
2021
Q2 		$836K Buy
5,074
+2,411
+91% +$399K 0.58% 36
2021
Q1 		$437K Buy
2,663
+11
+0.4% +$1.78K 0.38% 52
2020
Q4 		$417K Buy
+2,652
New +$391K 0.38% 49

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
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Everhart Financial Group's JNJ Position: Q2 2026 in Review

Everhart Financial Group reduced its Johnson & Johnson (JNJ) stake by 6.4% in Q2 2026, selling an estimated $293K and leaving 18,334 shares worth $4.66M. The position accounts for 0.3% of the portfolio, ranked #42.

Everhart Financial Group first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.79M in Q1 2026. 899 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Everhart Financial Group held 18,334 shares of Johnson & Johnson worth $4.66M as of Q2 2026.
  • Everhart Financial Group sold 1,256 Johnson & Johnson shares in Q2 2026, an estimated $293K.
  • Johnson & Johnson made up 0.3% of Everhart Financial Group's portfolio in Q2 2026, its #42 holding.
  • Everhart Financial Group first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Johnson & Johnson position peaked at $4.79M in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.