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Meritas Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Meritas Wealth Management’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 		$605K Buy
2,383
+500
+27% +$117K 0.24% 36
2026
Q1 		$460K Buy
1,883
+619
+49% +$144K 0.21% 36
2025
Q4 		$262K Hold
1,264
– – 0.13% 49
2025
Q3 		$234K Buy
+1,264
New +$217K 0.12% 50
2025
Q2 		– Sell
-1,229
Closed -$204K – 54
2025
Q1 		$204K Buy
+1,229
New +$192K 0.12% 51

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

Meritas Wealth Management's JNJ Position: Q2 2026 in Review

Meritas Wealth Management increased its Johnson & Johnson (JNJ) stake by 27% in Q2 2026, buying an estimated $117K and bringing the position to 2,383 shares worth $605K. The position accounts for 0.24% of the portfolio, ranked #36.

Meritas Wealth Management first reported a position in JNJ in Q1 2025 and has held it in 5 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Meritas Wealth Management held 2,383 shares of Johnson & Johnson worth $605K as of Q2 2026.
  • Meritas Wealth Management bought 500 Johnson & Johnson shares in Q2 2026, an estimated $117K.
  • Johnson & Johnson made up 0.24% of Meritas Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Meritas Wealth Management first reported a position in Johnson & Johnson in Q1 2025 and has held it in 5 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.