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Heritage Wealth Management (California)’s Johnson & Johnson JNJ Stock Holding History

Heritage Wealth Management (California)’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 		$713K Sell
2,809
-21
-0.7% -$4.89K 0.27% 54
2026
Q1 		$692K Sell
2,830
-2
-0.1% -$466 0.38% 51
2025
Q4 		$586K Buy
2,832
+88
+3% +$17.4K 0.37% 52
2025
Q3 		$509K Sell
2,744
-185
-6% -$31.7K 0.34% 56
2025
Q2 		$447K Sell
2,929
-34
-1% -$5.23K 0.3% 53
2025
Q1 		$491K Sell
2,963
-4
-0.1% -$626 0.37% 49
2024
Q4 		$429K Buy
2,967
+336
+13% +$52.1K 0.31% 50
2024
Q3 		$426K Buy
2,631
+37
+1% +$5.89K 0.3% 56
2024
Q2 		$379K Sell
2,594
-127
-5% -$18.9K 0.28% 57
2024
Q1 		$430K Buy
2,721
+38
+1% +$6.05K 0.33% 51
2023
Q4 		$421K Buy
+2,683
New +$411K 0.34% 50

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 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

Heritage Wealth Management (California)'s JNJ Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Johnson & Johnson (JNJ) stake by 0.74% in Q2 2026, selling an estimated $4.89K and leaving 2,809 shares worth $713K. The position accounts for 0.27% of the portfolio, ranked #54.

Heritage Wealth Management (California) first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Heritage Wealth Management (California) held 2,809 shares of Johnson & Johnson worth $713K as of Q2 2026.
  • Heritage Wealth Management (California) sold 21 Johnson & Johnson shares in Q2 2026, an estimated $4.89K.
  • Johnson & Johnson made up 0.27% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #54 holding.
  • Heritage Wealth Management (California) first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.