KWA
JNJ icon

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

Kingswood 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 		$9.36M Buy
36,864
+6,055
+20% +$1.41M 0.38% 47
2026
Q1 		$7.53M Sell
30,809
-1,812
-6% -$422K 0.36% 54
2025
Q4 		$6.75M Buy
32,621
+13,103
+67% +$2.59M 0.33% 64
2025
Q3 		$3.62M Buy
19,518
+6,758
+53% +$1.16M 0.22% 112
2025
Q2 		$1.95M Buy
12,760
+669
+6% +$103K 0.15% 146
2025
Q1 		$1.99M Sell
12,091
-2,059
-15% -$322K 0.18% 137
2024
Q4 		$2.05M Sell
14,150
-22,228
-61% -$3.44M 0.15% 147
2024
Q3 		$5.89M Buy
36,378
+6,821
+23% +$1.09M 0.42% 47
2024
Q2 		$4.32M Buy
29,557
+7,227
+32% +$1.07M 0.39% 47
2024
Q1 		$3.53M Sell
22,330
-322
-1% -$51.3K 0.41% 46
2023
Q4 		$3.55M Buy
22,652
+11,969
+112% +$1.84M 0.4% 49
2023
Q3 		$4.63M Sell
10,683
-1,940
-15% -$320K 0.79% 22
2023
Q2 		$2.09M Buy
+12,623
New +$2.04M 0.67% 38

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 20% in Q2 2026, buying an estimated $1.41M and bringing the position to 36,864 shares worth $9.36M. The position accounts for 0.38% of the portfolio, ranked #47.

Kingswood Wealth Advisors first reported a position in JNJ in Q2 2023 and has held it in 13 quarters since. 4,167 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Kingswood Wealth Advisors held 36,864 shares of Johnson & Johnson worth $9.36M as of Q2 2026.
  • Kingswood Wealth Advisors bought 6,055 Johnson & Johnson shares in Q2 2026, an estimated $1.41M.
  • Johnson & Johnson made up 0.38% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Kingswood Wealth Advisors first reported a position in Johnson & Johnson in Q2 2023 and has held it in 13 quarters since.
  • 4,167 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.