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

IVC 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 		$2.58M Sell
10,167
-63
-0.6% -$14.7K 1.01% 20
2026
Q1 		$2.5M Sell
10,230
-168
-2% -$39.1K 1.09% 20
2025
Q4 		$2.15M Sell
10,398
-149
-1% -$29.5K 0.94% 21
2025
Q3 		$1.96M Sell
10,547
-306
-3% -$52.4K 0.87% 20
2025
Q2 		$1.66M Buy
10,853
+48
+0.4% +$7.38K 0.81% 25
2025
Q1 		$1.79M Buy
10,805
+495
+5% +$77.5K 0.96% 21
2024
Q4 		$1.49M Sell
10,310
-634
-6% -$98.2K 0.83% 25
2024
Q3 		$1.77M Buy
10,944
+232
+2% +$37K 0.97% 21
2024
Q2 		$1.57M Sell
10,712
-4
-0% -$595 0.88% 26
2024
Q1 		$1.7M Buy
10,716
+47
+0.4% +$7.48K 0.98% 22
2023
Q4 		$1.67M Sell
10,669
-355
-3% -$54.4K 1.04% 19
2023
Q3 		$1.72M Sell
11,024
-201
-2% -$33.2K 1.15% 16
2023
Q2 		$1.86M Sell
11,225
-183
-2% -$29.5K 1.18% 15
2023
Q1 		$1.77M Sell
11,408
-72
-0.6% -$11.6K 1.25% 15
2022
Q4 		$2.03M Sell
11,480
-68
-0.6% -$11.7K 1.49% 10
2022
Q3 		$1.89M Sell
11,548
-71
-0.6% -$12K 1.52% 12
2022
Q2 		$2.06M Sell
11,619
-150
-1% -$26.7K 1.6% 10
2022
Q1 		$2.09M Buy
11,769
+374
+3% +$63.6K 1.37% 10
2021
Q4 		$1.95M Sell
11,395
-499
-4% -$81.7K 1.26% 13
2021
Q3 		$1.92M Buy
11,894
+436
+4% +$74.4K 1.32% 14
2021
Q2 		$1.89M Sell
11,458
-11
-0.1% -$1.82K 1.33% 13
2021
Q1 		$1.89M Sell
11,469
-37
-0.3% -$5.99K 1.48% 13
2020
Q4 		$1.81M Buy
+11,506
New +$1.7M 1.73% 10

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
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 0.62% in Q2 2026, selling an estimated $14.7K and leaving 10,167 shares worth $2.58M. The position accounts for 1.01% of the portfolio, ranked #20.

IVC Wealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 23 quarters since. 899 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • IVC Wealth Advisors held 10,167 shares of Johnson & Johnson worth $2.58M as of Q2 2026.
  • IVC Wealth Advisors sold 63 Johnson & Johnson shares in Q2 2026, an estimated $14.7K.
  • Johnson & Johnson made up 1.01% of IVC Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • IVC Wealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 23 quarters since.
  • 899 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.