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Heartwood Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Heartwood 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 		$3.11M Buy
12,229
+775
+7% +$181K 0.24% 52
2026
Q1 		$2.8M Sell
11,454
-796
-6% -$185K 0.24% 51
2025
Q4 		$2.54M Buy
12,250
+388
+3% +$76.7K 0.23% 48
2025
Q3 		$2.2M Buy
11,862
+441
+4% +$75.6K 0.21% 51
2025
Q2 		$1.74M Buy
11,421
+352
+3% +$54.1K 0.18% 50
2025
Q1 		$1.84M Buy
11,069
+1,307
+13% +$205K 0.21% 48
2024
Q4 		$1.41M Buy
9,762
+14
+0.1% +$2.17K 0.16% 48
2024
Q3 		$1.58M Buy
9,748
+241
+3% +$38.4K 0.17% 45
2024
Q2 		$1.39M Buy
9,507
+750
+9% +$112K 0.17% 47
2024
Q1 		$1.39M Buy
8,757
+4,627
+112% +$736K 0.17% 44
2023
Q4 		$647K Hold
4,130
– – 0.09% 73
2023
Q3 		$643K Buy
4,130
+126
+3% +$20.8K 0.09% 72
2023
Q2 		$663K Sell
4,004
-300
-7% -$48.4K 0.09% 72
2023
Q1 		$667K Buy
4,304
+1,254
+41% +$202K 0.1% 69
2022
Q4 		$539K Sell
3,050
-117
-4% -$20.2K 0.08% 78
2022
Q3 		$517K Buy
3,167
+87
+3% +$14.7K 0.09% 65
2022
Q2 		$547K Sell
3,080
-395
-11% -$70.4K 0.09% 65
2022
Q1 		$616K Buy
3,475
+1,516
+77% +$258K 0.09% 64
2021
Q4 		$335K Buy
1,959
+207
+12% +$33.9K 0.05% 83
2021
Q3 		$283K Buy
1,752
+65
+4% +$11.1K 0.04% 84
2021
Q2 		$278K Hold
1,687
– – 0.04% 83
2021
Q1 		$277K Buy
+1,687
New +$273K 0.04% 71
2020
Q1 		– Sell
-1,431
Closed -$209K – 74
2019
Q4 		$209K Buy
+1,431
New +$194K 0.04% 80

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's JNJ Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 6.8% in Q2 2026, buying an estimated $181K and bringing the position to 12,229 shares worth $3.11M. The position accounts for 0.24% of the portfolio, ranked #52.

Heartwood Wealth Advisors first reported a position in JNJ in Q4 2019 and has held it in 23 quarters since. 4,295 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Heartwood Wealth Advisors held 12,229 shares of Johnson & Johnson worth $3.11M as of Q2 2026.
  • Heartwood Wealth Advisors bought 775 Johnson & Johnson shares in Q2 2026, an estimated $181K.
  • Johnson & Johnson made up 0.24% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Heartwood Wealth Advisors first reported a position in Johnson & Johnson in Q4 2019 and has held it in 23 quarters since.
  • 4,295 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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