Intergy Private Wealth
JNJ icon

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
Q3 		$709K Sell
2,678
-30
-1% -$7.92K 0.16% 65
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 $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

Intergy Private Wealth's JNJ Position: Q3 2026 in Review

Intergy Private Wealth reduced its Johnson & Johnson (JNJ) stake by 1.1% in Q3 2026, selling an estimated $7.92K and leaving 2,678 shares worth $709K. The position accounts for 0.16% of the portfolio, ranked #65.

Intergy Private Wealth first reported a position in JNJ in Q3 2024 and has held it in 8 quarters since. 1,479 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Intergy Private Wealth held 2,678 shares of Johnson & Johnson worth $709K as of Q3 2026.
  • Intergy Private Wealth sold 30 Johnson & Johnson shares in Q3 2026, an estimated $7.92K.
  • Johnson & Johnson made up 0.16% of Intergy Private Wealth's portfolio in Q3 2026, its #65 holding.
  • Intergy Private Wealth first reported a position in Johnson & Johnson in Q3 2024 and has held it in 8 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.