Heritage Family Offices’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
$750K Buy
2,952
+791
+37% +$184K 0.29% 73
2026
Q1
$528K Buy
+2,161
New +$503K 0.23% 100

Other funds holding JNJ

Heritage Family Offices's JNJ Position: Q2 2026 in Review

Heritage Family Offices increased its Johnson & Johnson (JNJ) stake by 37% in Q2 2026, buying an estimated $184K and bringing the position to 2,952 shares worth $750K. The position accounts for 0.29% of the portfolio, ranked #73.

Heritage Family Offices first reported a position in JNJ in Q1 2026 and has held it in 2 quarters since. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Heritage Family Offices held 2,952 shares of Johnson & Johnson worth $750K as of Q2 2026.
  • Heritage Family Offices bought 791 Johnson & Johnson shares in Q2 2026, an estimated $184K.
  • Johnson & Johnson made up 0.29% of Heritage Family Offices's portfolio in Q2 2026, its #73 holding.
  • Heritage Family Offices first reported a position in Johnson & Johnson in Q1 2026 and has held it in 2 quarters since.
  • 4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.