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Monterey Private Wealth’s Johnson & Johnson JNJ Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$472K Sell
2,847
-198
-7% -$31K 0.14% 68
2024
Q4 		$440K Sell
3,045
-50
-2% -$7.75K 0.15% 70
2024
Q3 		$502K Sell
3,095
-252
-8% -$40.1K 0.17% 60
2024
Q2 		$489K Buy
3,347
+7
+0.2% +$1.04K 0.18% 59
2024
Q1 		$528K Sell
3,340
-464
-12% -$73.9K 0.21% 54
2023
Q4 		$596K Sell
3,804
-79
-2% -$12.1K 0.27% 47
2023
Q3 		$605K Buy
3,883
+61
+2% +$10.1K 0.3% 44
2023
Q2 		$633K Sell
3,822
-1,214
-24% -$196K 0.31% 44
2023
Q1 		$781K Buy
5,036
+164
+3% +$26.5K 0.4% 38
2022
Q4 		$861K Buy
4,872
+245
+5% +$42.3K 0.46% 36
2022
Q3 		$761K Buy
4,627
+17
+0.4% +$2.88K 0.46% 36
2022
Q2 		$818K Buy
4,610
+285
+7% +$50.8K 0.47% 36
2022
Q1 		$777K Sell
4,325
-308
-7% -$52.4K 0.38% 41
2021
Q4 		$792K Buy
4,633
+130
+3% +$21.3K 0.39% 41
2021
Q3 		$719K Buy
4,503
+61
+1% +$10.4K 0.4% 40
2021
Q2 		$732K Buy
4,442
+93
+2% +$15.4K 0.42% 38
2021
Q1 		$714K Buy
4,349
+11
+0.3% +$1.78K 0.39% 34
2020
Q4 		$683K Sell
4,338
-25
-0.6% -$3.69K 0.39% 35
2020
Q3 		$650K Buy
4,363
+12
+0.3% +$1.78K 0.42% 31
2020
Q2 		$612K Buy
4,351
+101
+2% +$14.7K 0.44% 30
2020
Q1 		$557K Sell
4,250
-246
-5% -$34.9K 0.48% 29
2019
Q4 		$656K Buy
+4,496
New +$610K 0.53% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monterey Private Wealth's JNJ Position: Q1 2025 in Review

Monterey Private Wealth reduced its Johnson & Johnson (JNJ) stake by 6.5% in Q1 2025, selling an estimated $31K and leaving 2,847 shares worth $472K. The position accounts for 0.14% of the portfolio, ranked #68.

Monterey Private Wealth first reported a position in JNJ in Q4 2019 and has held it in 22 quarters since. The position peaked at $861K in Q4 2022. 4,147 funds tracked by Wall St. Rank hold JNJ as of Q1 2025.

  • Monterey Private Wealth held 2,847 shares of Johnson & Johnson worth $472K as of Q1 2025.
  • Monterey Private Wealth sold 198 Johnson & Johnson shares in Q1 2025, an estimated $31K.
  • Johnson & Johnson made up 0.14% of Monterey Private Wealth's portfolio in Q1 2025, its #68 holding.
  • Monterey Private Wealth first reported a position in Johnson & Johnson in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Johnson & Johnson position peaked at $861K in Q4 2022.
  • 4,147 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.