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Holistic Planning’s Johnson & Johnson JNJ Stock Holding History

Holistic Planning’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 		$3.12M Buy
12,288
+7,419
+152% +$1.73M 0.49% 45
2026
Q1 		$1.19M Sell
4,869
-54
-1% -$12.6K 0.24% 90
2025
Q4 		$1.02M Buy
4,923
+868
+21% +$172K 0.22% 92
2025
Q3 		$752K Sell
4,055
-10
-0.2% -$1.71K 0.2% 89
2025
Q2 		$621K Buy
4,065
+1,040
+34% +$160K 0.18% 100
2025
Q1 		$502K Buy
3,025
+40
+1% +$6.26K 0.17% 104
2024
Q4 		$432K Sell
2,985
-10
-0.3% -$1.55K 0.16% 104
2024
Q3 		$485K Buy
2,995
+847
+39% +$135K 0.21% 86
2024
Q2 		$340K Hold
2,148
– – 0.26% 77
2024
Q1 		$340K Buy
2,148
+144
+7% +$22.9K 0.26% 77
2023
Q4 		$314K Buy
+2,004
New +$307K 0.26% 83

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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

Holistic Planning's JNJ Position: Q2 2026 in Review

Holistic Planning increased its Johnson & Johnson (JNJ) stake by 152% in Q2 2026, buying an estimated $1.73M and bringing the position to 12,288 shares worth $3.12M. The position accounts for 0.49% of the portfolio, ranked #45.

Holistic Planning first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Holistic Planning held 12,288 shares of Johnson & Johnson worth $3.12M as of Q2 2026.
  • Holistic Planning bought 7,419 Johnson & Johnson shares in Q2 2026, an estimated $1.73M.
  • Johnson & Johnson made up 0.49% of Holistic Planning's portfolio in Q2 2026, its #45 holding.
  • Holistic Planning first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.