Invenio Wealth Partners’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$393K Buy
1,548
+89
+6% +$20.7K 0.14% 66
2026
Q1
$357K Buy
1,459
+403
+38% +$93.9K 0.14% 64
2025
Q4
$219K Sell
1,056
-33
-3% -$6.53K 0.08% 88
2025
Q3
$202K Sell
1,089
-284
-21% -$48.7K 0.07% 92
2025
Q2
$210K Sell
1,373
-634
-32% -$97.5K 0.08% 93
2025
Q1
$333K Sell
2,007
-1,397
-41% -$219K 0.14% 65
2024
Q4
$492K Buy
3,404
+120
+4% +$18.6K 0.21% 52
2024
Q3
$532K Buy
3,284
+128
+4% +$20.4K 0.23% 50
2024
Q2
$461K Sell
3,156
-297
-9% -$44.2K 0.23% 49
2024
Q1
$546K Buy
3,453
+262
+8% +$41.7K 0.29% 47
2023
Q4
$500K Buy
3,191
+626
+24% +$96K 0.36% 47
2023
Q3
$399K Buy
2,565
+739
+40% +$122K 0.36% 51
2023
Q2
$302K Buy
+1,826
New +$295K 0.34% 54

Other funds holding JNJ

Invenio Wealth Partners's JNJ Position: Q2 2026 in Review

Invenio Wealth Partners increased its Johnson & Johnson (JNJ) stake by 6.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,548 shares worth $393K. The position accounts for 0.14% of the portfolio, ranked #66.

Invenio Wealth Partners first reported a position in JNJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $546K in Q1 2024. 4,672 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Invenio Wealth Partners held 1,548 shares of Johnson & Johnson worth $393K as of Q2 2026.
  • Invenio Wealth Partners bought 89 Johnson & Johnson shares in Q2 2026, an estimated $20.7K.
  • Johnson & Johnson made up 0.14% of Invenio Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Invenio Wealth Partners first reported a position in Johnson & Johnson in Q2 2023 and has held it in 13 quarters since.
  • Invenio Wealth Partners's Johnson & Johnson position peaked at $546K in Q1 2024.
  • 4,672 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.