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Marshall & Sterling Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Marshall & Sterling 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 		$7.87K Hold
31
– – ﹤0.01% 254
2026
Q1 		$7.58K Hold
31
– – 0.01% 245
2025
Q4 		$6.42K Sell
31
-371
-92% -$73.4K ﹤0.01% 251
2025
Q3 		$74.4K Hold
402
– – 0.05% 138
2025
Q2 		$61.3K Buy
402
+1
+0.2% +$154 0.04% 137
2025
Q1 		$66.5K Buy
401
+370
+1,194% +$57.9K 0.05% 127
2024
Q4 		$4.48K Buy
+31
New +$4.8K ﹤0.01% 264

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
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
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

Marshall & Sterling Wealth Advisors's JNJ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 31 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Marshall & Sterling Wealth Advisors first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $74.4K in Q3 2025. 1,313 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 31 shares of Johnson & Johnson worth $7.87K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #254 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Johnson & Johnson position peaked at $74.4K in Q3 2025.
  • 1,313 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.