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Financial Synergies Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Financial Synergies Wealth Advisors’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 		$1.75M Buy
6,904
+236
+4% +$55K 0.15% 54
2026
Q1 		$1.63M Sell
6,668
-94
-1% -$21.9K 0.16% 52
2025
Q4 		$1.4M Buy
6,762
+39
+0.6% +$7.71K 0.14% 48
2025
Q3 		$1.25M Buy
6,723
+72
+1% +$12.3K 0.13% 49
2025
Q2 		$1.02M Buy
+6,651
New +$1.02M 0.11% 49
2024
Q2 		– Sell
-437
Closed -$69.2K – 263
2024
Q1 		$69.2K Buy
437
+312
+250% +$49.7K 0.01% 113
2023
Q4 		$22.1K Sell
125
-309
-71% -$47.4K ﹤0.01% 133
2023
Q3 		$67.7K Buy
434
+1
+0.2% +$165 0.01% 102
2023
Q2 		$71.7K Sell
433
-32
-7% -$5.17K 0.01% 95
2023
Q1 		$72K Buy
465
+340
+272% +$54.9K 0.01% 96
2022
Q4 		$22.1K Buy
+125
New +$21.6K ﹤0.01% 133
2020
Q1 		– Sell
-1,980
Closed -$289K – 38
2019
Q4 		$289K Buy
+1,980
New +$269K 0.13% 26

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
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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Financial Synergies Wealth Advisors's JNJ Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 3.5% in Q2 2026, buying an estimated $55K and bringing the position to 6,904 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #54.

Financial Synergies Wealth Advisors first reported a position in JNJ in Q4 2019 and has held it in 12 quarters since. 1,679 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Financial Synergies Wealth Advisors held 6,904 shares of Johnson & Johnson worth $1.75M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 236 Johnson & Johnson shares in Q2 2026, an estimated $55K.
  • Johnson & Johnson made up 0.15% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Financial Synergies Wealth Advisors first reported a position in Johnson & Johnson in Q4 2019 and has held it in 12 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.