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Hudson Value Partners’s Johnson & Johnson JNJ Stock Holding History

Hudson Value Partners’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 		$9.83M Buy
38,698
+3,045
+9% +$710K 2.47% 10
2026
Q1 		$8.72M Sell
35,653
-389
-1% -$90.6K 2.6% 8
2025
Q4 		$7.46M Buy
36,042
+1,155
+3% +$228K 2.22% 12
2025
Q3 		$6.47M Buy
34,887
+1,165
+3% +$200K 2% 16
2025
Q2 		$5.15M Sell
33,722
-4,602
-12% -$707K 1.78% 19
2025
Q1 		$6.36M Sell
38,324
-3,079
-7% -$482K 2.39% 10
2024
Q4 		$5.65M Buy
41,403
+1,022
+3% +$158K 2.1% 14
2024
Q3 		$6.54M Buy
40,381
+1,217
+3% +$194K 2.54% 7
2024
Q2 		$5.72M Sell
39,164
-224
-0.6% -$33.3K 2.42% 11
2024
Q1 		$6.23M Buy
39,388
+4,403
+13% +$701K 2.65% 6
2023
Q4 		$5.48M Sell
34,985
-1,898
-5% -$291K 2.55% 6
2023
Q3 		$5.74M Buy
36,883
+737
+2% +$122K 3.02% 6
2023
Q2 		$5.98M Buy
36,146
+1,345
+4% +$217K 3.06% 6
2023
Q1 		$5.39M Buy
34,801
+2,060
+6% +$333K 3.07% 4
2022
Q4 		$5.78M Buy
32,741
+2,104
+7% +$363K 3.55% 3
2022
Q3 		$5M Buy
30,637
+390
+1% +$66K 3.37% 4
2022
Q2 		$5.37M Buy
30,247
+4,054
+15% +$722K 3.41% 5
2022
Q1 		$4.64M Sell
26,193
-694
-3% -$118K 2.39% 9
2021
Q4 		$4.6M Buy
26,887
+2,891
+12% +$473K 2.23% 12
2021
Q3 		$3.88M Buy
23,996
+370
+2% +$63.1K 2.13% 11
2021
Q2 		$3.89M Buy
23,626
+145
+0.6% +$24K 2.15% 11
2021
Q1 		$3.86M Buy
23,481
+278
+1% +$45K 2.33% 9
2020
Q4 		$3.62M Buy
+23,203
New +$3.42M 2.43% 9

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Hudson Value Partners's JNJ Position: Q2 2026 in Review

Hudson Value Partners increased its Johnson & Johnson (JNJ) stake by 8.5% in Q2 2026, buying an estimated $710K and bringing the position to 38,698 shares worth $9.83M. The position accounts for 2.47% of the portfolio, ranked #10.

Hudson Value Partners first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Hudson Value Partners held 38,698 shares of Johnson & Johnson worth $9.83M as of Q2 2026.
  • Hudson Value Partners bought 3,045 Johnson & Johnson shares in Q2 2026, an estimated $710K.
  • Johnson & Johnson made up 2.47% of Hudson Value Partners's portfolio in Q2 2026, its #10 holding.
  • Hudson Value Partners first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.