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Kiely Wealth Advisory Group’s Johnson & Johnson JNJ Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$284K Sell
1,841
-6
-0.3% -$930 0.18% 49
2024
Q3 		$283K Hold
1,847
– – 0.18% 50
2024
Q2 		$296K Buy
1,847
+99
+6% +$14.7K 0.16% 32
2024
Q1 		$257K Buy
1,748
+15
+0.9% +$2.39K 0.15% 35
2023
Q4 		$277K Buy
+1,733
New +$266K 0.16% 34

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's JNJ Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Johnson & Johnson (JNJ) stake by 0.32% in Q4 2024, selling an estimated $930 and leaving 1,841 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #49.

Kiely Wealth Advisory Group first reported a position in JNJ in Q4 2023 and has held it in 5 quarters since. The position peaked at $296K in Q2 2024. 4,104 funds tracked by Wall St. Rank hold JNJ as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,841 shares of Johnson & Johnson worth $284K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 6 Johnson & Johnson shares in Q4 2024, an estimated $930.
  • Johnson & Johnson made up 0.18% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #49 holding.
  • Kiely Wealth Advisory Group first reported a position in Johnson & Johnson in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Johnson & Johnson position peaked at $296K in Q2 2024.
  • 4,104 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.