Herold Advisors
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Herold Advisors’s Johnson & Johnson JNJ Stock Holding History

Herold 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
Q3 		$4.14M Buy
15,627
+360
+2% +$95K 0.81% 30
2026
Q2 		$3.88M Sell
15,267
-138
-0.9% -$32.2K 0.77% 34
2026
Q1 		$3.77M Buy
15,405
+271
+2% +$63.1K 0.83% 33
2025
Q4 		$3.13M Sell
15,134
-337
-2% -$66.6K 0.7% 39
2025
Q3 		$2.87M Sell
15,471
-363
-2% -$62.2K 0.66% 43
2025
Q2 		$2.42M Sell
15,834
-2,104
-12% -$323K 0.51% 59
2025
Q1 		$2.98M Sell
17,938
-310
-2% -$48.5K 0.65% 42
2024
Q4 		$2.64M Sell
18,248
-9
-0% -$1.4K 0.58% 50
2024
Q3 		$2.96M Sell
18,257
-249
-1% -$39.7K 0.64% 43
2024
Q2 		$2.71M Sell
18,506
-1,165
-6% -$173K 0.63% 43
2024
Q1 		$3.11M Buy
19,671
+96
+0.5% +$15.3K 0.75% 35
2023
Q4 		$3.07M Sell
19,575
-115
-0.6% -$17.6K 0.85% 29
2023
Q3 		$3.07M Buy
19,690
+628
+3% +$104K 0.93% 25
2023
Q2 		$3.16M Buy
19,062
+17
+0.1% +$2.74K 0.97% 22
2023
Q1 		$2.95M Buy
19,045
+674
+4% +$109K 1.02% 22
2022
Q4 		$3.25M Buy
18,371
+902
+5% +$156K 1.37% 17
2022
Q3 		$2.85M Buy
17,469
+251
+1% +$42.5K 1.37% 14
2022
Q2 		$3.06M Buy
17,218
+251
+1% +$44.7K 1.36% 12
2022
Q1 		$3.01M Sell
16,967
-279
-2% -$47.5K 1.07% 16
2021
Q4 		$2.95M Hold
17,246
– – 1.15% 17
2021
Q3 		$2.78M Buy
+17,246
New +$2.94M 1.08% 14

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herold Advisors's JNJ Position: Q3 2026 in Review

Herold Advisors increased its Johnson & Johnson (JNJ) stake by 2.4% in Q3 2026, buying an estimated $95K and bringing the position to 15,627 shares worth $4.14M. The position accounts for 0.81% of the portfolio, ranked #30.

Herold Advisors first reported a position in JNJ in Q3 2021 and has held it in 21 quarters since. 1,611 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Herold Advisors held 15,627 shares of Johnson & Johnson worth $4.14M as of Q3 2026.
  • Herold Advisors bought 360 Johnson & Johnson shares in Q3 2026, an estimated $95K.
  • Johnson & Johnson made up 0.81% of Herold Advisors's portfolio in Q3 2026, its #30 holding.
  • Herold Advisors first reported a position in Johnson & Johnson in Q3 2021 and has held it in 21 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.