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Intergy Private Wealth’s Johnson & Johnson JNJ Stock Holding History

Intergy Private 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 		$688K Buy
2,708
+203
+8% +$47.3K 0.16% 64
2026
Q1 		$612K Sell
2,505
-75
-3% -$17.5K 0.18% 63
2025
Q4 		$534K Buy
2,580
+95
+4% +$18.8K 0.16% 64
2025
Q3 		$461K Buy
2,485
+130
+6% +$22.3K 0.14% 66
2025
Q2 		$360K Buy
2,355
+311
+15% +$47.8K 0.12% 74
2025
Q1 		$339K Buy
+2,044
New +$320K 0.13% 69
2024
Q4 		– Sell
-1,237
Closed -$200K – 94
2024
Q3 		$200K Buy
+1,237
New +$197K 0.08% 87

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intergy Private Wealth's JNJ Position: Q2 2026 in Review

Intergy Private Wealth increased its Johnson & Johnson (JNJ) stake by 8.1% in Q2 2026, buying an estimated $47.3K and bringing the position to 2,708 shares worth $688K. The position accounts for 0.16% of the portfolio, ranked #64.

Intergy Private Wealth first reported a position in JNJ in Q3 2024 and has held it in 7 quarters since. 1,160 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Intergy Private Wealth held 2,708 shares of Johnson & Johnson worth $688K as of Q2 2026.
  • Intergy Private Wealth bought 203 Johnson & Johnson shares in Q2 2026, an estimated $47.3K.
  • Johnson & Johnson made up 0.16% of Intergy Private Wealth's portfolio in Q2 2026, its #64 holding.
  • Intergy Private Wealth first reported a position in Johnson & Johnson in Q3 2024 and has held it in 7 quarters since.
  • 1,160 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.