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GoalVest Advisory’s Johnson & Johnson JNJ Stock Holding History

GoalVest 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
Q2 		$2.66M Buy
10,483
+258
+3% +$60.1K 0.49% 29
2026
Q1 		$2.5M Buy
10,225
+3,810
+59% +$887K 0.49% 33
2025
Q4 		$1.33M Buy
6,415
+5,194
+425% +$1.03M 0.25% 68
2025
Q3 		$226K Hold
1,221
– – 0.05% 126
2025
Q2 		$187K Sell
1,221
-6
-0.5% -$922 0.05% 130
2025
Q1 		$203K Sell
1,227
-261
-18% -$40.8K 0.06% 115
2024
Q4 		$215K Buy
1,488
+65
+5% +$10.1K 0.06% 107
2024
Q3 		$231K Sell
1,423
-69
-5% -$11K 0.07% 99
2024
Q2 		$218K Hold
1,492
– – 0.07% 96
2024
Q1 		$236K Buy
1,492
+1,150
+336% +$183K 0.08% 98
2023
Q4 		$53.6K Hold
342
– – 0.02% 134
2023
Q3 		$53.3K Sell
342
-5,781
-94% -$954K 0.03% 140
2023
Q2 		$1.01M Sell
6,123
-3,660
-37% -$591K 0.52% 28
2023
Q1 		$1.52M Sell
9,783
-10,674
-52% -$1.72M 0.89% 18
2022
Q4 		$3.61M Sell
20,457
-3,346
-14% -$578K 2.33% 8
2022
Q3 		$3.89M Buy
23,803
+8,814
+59% +$1.49M 2.73% 5
2022
Q2 		$2.67M Buy
14,989
+4,012
+37% +$715K 1.69% 13
2022
Q1 		$1.95M Buy
+10,977
New +$1.87M 1.1% 26
2021
Q2 		$1.25M Buy
7,604
+2,063
+37% +$342K 0.78% 39
2021
Q1 		$911K Buy
5,541
+281
+5% +$45.5K 0.68% 47
2020
Q4 		$828K Buy
+5,260
New +$776K 0.7% 47

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

GoalVest Advisory's JNJ Position: Q2 2026 in Review

GoalVest Advisory increased its Johnson & Johnson (JNJ) stake by 2.5% in Q2 2026, buying an estimated $60.1K and bringing the position to 10,483 shares worth $2.66M. The position accounts for 0.49% of the portfolio, ranked #29.

GoalVest Advisory first reported a position in JNJ in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.89M in Q3 2022. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • GoalVest Advisory held 10,483 shares of Johnson & Johnson worth $2.66M as of Q2 2026.
  • GoalVest Advisory bought 258 Johnson & Johnson shares in Q2 2026, an estimated $60.1K.
  • Johnson & Johnson made up 0.49% of GoalVest Advisory's portfolio in Q2 2026, its #29 holding.
  • GoalVest Advisory first reported a position in Johnson & Johnson in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Johnson & Johnson position peaked at $3.89M in Q3 2022.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.