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Instrumental Wealth’s Johnson & Johnson JNJ Stock Holding History

Instrumental Wealth’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 		$338K Buy
1,332
+18
+1% +$4.2K 0.17% 56
2026
Q1 		$321K Buy
1,314
+470
+56% +$109K 0.2% 45
2025
Q4 		$205K Buy
+844
New +$167K 0.12% 68

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Instrumental Wealth's JNJ Position: Q2 2026 in Review

Instrumental Wealth increased its Johnson & Johnson (JNJ) stake by 1.4% in Q2 2026, buying an estimated $4.2K and bringing the position to 1,332 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #56.

Instrumental Wealth first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. 1,888 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Instrumental Wealth held 1,332 shares of Johnson & Johnson worth $338K as of Q2 2026.
  • Instrumental Wealth bought 18 Johnson & Johnson shares in Q2 2026, an estimated $4.2K.
  • Johnson & Johnson made up 0.17% of Instrumental Wealth's portfolio in Q2 2026, its #56 holding.
  • Instrumental Wealth first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.