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Morton Capital Management’s Johnson & Johnson JNJ Stock Holding History

Morton Capital 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 		$1.5M Buy
5,909
+419
+8% +$97.7K 0.21% 40
2026
Q1 		$1.34M Buy
5,490
+756
+16% +$176K 0.2% 41
2025
Q4 		$980K Sell
4,734
-663
-12% -$131K 0.15% 47
2025
Q3 		$1M Buy
5,397
+16
+0.3% +$2.74K 0.16% 46
2025
Q2 		$822K Sell
5,381
-491
-8% -$75.5K 0.15% 50
2025
Q1 		$974K Sell
5,872
-52
-0.9% -$8.14K 0.19% 45
2024
Q4 		$857K Buy
5,924
+1
+0% +$155 0.16% 52
2024
Q3 		$960K Buy
5,923
+9
+0.2% +$1.43K 0.19% 45
2024
Q2 		$864K Sell
5,914
-615
-9% -$91.5K 0.21% 42
2024
Q1 		$1.03M Sell
6,529
-191
-3% -$30.4K 0.28% 33
2023
Q4 		$1.05M Buy
6,720
+238
+4% +$36.5K 0.31% 29
2023
Q3 		$1.01M Sell
6,482
-529
-8% -$87.3K 0.36% 29
2023
Q2 		$1.16M Sell
7,011
-202
-3% -$32.6K 0.4% 28
2023
Q1 		$1.12M Buy
7,213
+18
+0.3% +$2.91K 0.4% 26
2022
Q4 		$1.27M Sell
7,195
-228
-3% -$39.4K 0.5% 21
2022
Q3 		$1.21M Sell
7,423
-590
-7% -$99.8K 0.55% 18
2022
Q2 		$1.42M Buy
8,013
+880
+12% +$157K 0.62% 18
2022
Q1 		$1.26M Sell
7,133
-500
-7% -$85.1K 0.52% 19
2021
Q4 		$1.31M Buy
+7,633
New +$1.25M 0.53% 20

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Morton Capital Management's JNJ Position: Q2 2026 in Review

Morton Capital Management increased its Johnson & Johnson (JNJ) stake by 7.6% in Q2 2026, buying an estimated $97.7K and bringing the position to 5,909 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #40.

Morton Capital Management first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. 1,488 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Morton Capital Management held 5,909 shares of Johnson & Johnson worth $1.5M as of Q2 2026.
  • Morton Capital Management bought 419 Johnson & Johnson shares in Q2 2026, an estimated $97.7K.
  • Johnson & Johnson made up 0.21% of Morton Capital Management's portfolio in Q2 2026, its #40 holding.
  • Morton Capital Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • 1,488 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.