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

LifeGoal 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 		$264K Sell
1,041
-607
-37% -$141K 0.12% 114
2026
Q1 		$402K Sell
1,648
-38
-2% -$8.85K 0.23% 63
2025
Q4 		$349K Buy
+1,686
New +$333K 0.23% 56

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

LifeGoal Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 37% in Q2 2026, selling an estimated $141K and leaving 1,041 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #114.

LifeGoal Wealth Advisors first reported a position in JNJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q1 2026. 2,377 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • LifeGoal Wealth Advisors held 1,041 shares of Johnson & Johnson worth $264K as of Q2 2026.
  • LifeGoal Wealth Advisors sold 607 Johnson & Johnson shares in Q2 2026, an estimated $141K.
  • Johnson & Johnson made up 0.12% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • LifeGoal Wealth Advisors first reported a position in Johnson & Johnson in Q4 2025 and has held it in 3 quarters since.
  • LifeGoal Wealth Advisors's Johnson & Johnson position peaked at $402K in Q1 2026.
  • 2,377 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.