Finivi Inc’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$679K Sell
2,672
-60
-2% -$14K 0.35% 66
2026
Q1
$668K Buy
2,732
+274
+11% +$63.8K 0.36% 59
2025
Q4
$509K Buy
2,458
+48
+2% +$9.49K 0.29% 69
2025
Q3
$447K Sell
2,410
-28
-1% -$4.8K 0.28% 71
2025
Q2
$372K Buy
2,438
+8
+0.3% +$1.23K 0.25% 73
2025
Q1
$403K Sell
2,430
-139
-5% -$21.7K 0.32% 65
2024
Q4
$371K Sell
2,569
-115
-4% -$17.8K 0.3% 67
2024
Q3
$435K Sell
2,684
-158
-6% -$25.2K 0.35% 59
2024
Q2
$415K Sell
2,842
-1,362
-32% -$203K 0.34% 63
2024
Q1
$665K Sell
4,204
-9,486
-69% -$1.51M 0.6% 46
2023
Q4
$2.15M Buy
+13,690
New +$2.1M 2.09% 15
2021
Q4
$3.69M Buy
+21,598
New +$3.54M 3.9% 5

Other funds holding JNJ

Finivi Inc's JNJ Position: Q2 2026 in Review

Finivi Inc reduced its Johnson & Johnson (JNJ) stake by 2.2% in Q2 2026, selling an estimated $14K and leaving 2,672 shares worth $679K. The position accounts for 0.35% of the portfolio, ranked #66.

Finivi Inc first reported a position in JNJ in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.69M in Q4 2021. 4,605 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Finivi Inc held 2,672 shares of Johnson & Johnson worth $679K as of Q2 2026.
  • Finivi Inc sold 60 Johnson & Johnson shares in Q2 2026, an estimated $14K.
  • Johnson & Johnson made up 0.35% of Finivi Inc's portfolio in Q2 2026, its #66 holding.
  • Finivi Inc first reported a position in Johnson & Johnson in Q4 2021 and has held it in 12 quarters since.
  • Finivi Inc's Johnson & Johnson position peaked at $3.69M in Q4 2021.
  • 4,605 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.