Invera Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Invera Wealth Advisors’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	$1.26M	Sell	4,952 -645	-12%	-$150K	0.67%	40
2026 Q1	$1.37M	Sell	5,597 -81	-1%	-$18.9K	0.88%	37
2025 Q4	$1.18M	Sell	5,678 -154	-3%	-$30.5K	0.74%	40
2025 Q3	$1.08M	Sell	5,832 -7	-0.1%	-$1.2K	0.67%	46
2025 Q2	$892K	Sell	5,839 -821	-12%	-$126K	0.58%	57
2025 Q1	$1.1M	Buy	+6,660	New	+$1.04M	0.71%	50
2024 Q1	–	Sell	-6,288	Closed	-$986K	–	83
2023 Q4	$986K	Buy	+6,288	New	+$964K	0.62%	56

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invera Wealth Advisors's JNJ Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, selling an estimated $150K and leaving 4,952 shares worth $1.26M. The position accounts for 0.67% of the portfolio, ranked #40.

Invera Wealth Advisors first reported a position in JNJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2026. 4,688 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Invera Wealth Advisors held 4,952 shares of Johnson & Johnson worth $1.26M as of Q2 2026.
Invera Wealth Advisors sold 645 Johnson & Johnson shares in Q2 2026, an estimated $150K.
Johnson & Johnson made up 0.67% of Invera Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Invera Wealth Advisors first reported a position in Johnson & Johnson in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Johnson & Johnson position peaked at $1.37M in Q1 2026.
4,688 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.