Ninety One’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.2M | Sell |
142,414
-10,509
| -7% | -$2.45M | 1.96% | 6 |
|
|
2026
Q1 | $37.3M | Buy |
152,923
+16,154
| +12% | +$3.76M | 1.6% | 6 |
|
|
2025
Q4 | $28.3M | Buy |
136,769
+29,594
| +28% | +$5.85M | 1.22% | 6 |
|
|
2025
Q3 | $19.7M | Buy |
107,175
+7,484
| +8% | +$1.28M | 0.89% | 14 |
|
|
2025
Q2 | $15.2M | Buy |
99,691
+31,524
| +46% | +$4.85M | 2.5% | 12 |
|
|
2025
Q1 | $11.3M | Buy |
68,167
+5,157
| +8% | +$807K | 2.1% | 13 |
|
|
2024
Q4 | $9.11M | Sell |
63,010
-5,078
| -7% | -$787K | 2.01% | 13 |
|
|
2024
Q3 | $11M | Buy |
68,088
+8,499
| +14% | +$1.35M | 2.41% | 12 |
|
|
2024
Q2 | $8.71M | Sell |
59,589
-2,815
| -5% | -$419K | 1.35% | 25 |
|
|
2024
Q1 | $9.89M | Sell |
62,404
-3,473
| -5% | -$553K | 1.42% | 25 |
|
|
2023
Q4 | $10.3M | Buy |
65,877
+11,495
| +21% | +$1.76M | 1.57% | 23 |
|
|
2023
Q3 | $8.48M | Buy |
54,382
+5,266
| +11% | +$869K | 1.64% | 23 |
|
|
2023
Q2 | $8.11M | Buy |
49,116
+4,025
| +9% | +$650K | 2.01% | 16 |
|
|
2023
Q1 | $6.96M | Sell |
45,091
-1,469
| -3% | -$237K | 1.77% | 16 |
|
|
2022
Q4 | $8.23M | Sell |
46,560
-8,386
| -15% | -$1.45M | 2.67% | 9 |
|
|
2022
Q3 | $9.01M | Buy |
54,946
+15,852
| +41% | +$2.68M | 3.57% | 5 |
|
|
2022
Q2 | $6.93M | Sell |
39,094
-7,630
| -16% | -$1.36M | 2.45% | 9 |
|
|
2022
Q1 | $8.31M | Sell |
46,724
-1,572
| -3% | -$267K | 2.32% | 8 |
|
|
2021
Q4 | $8.28M | Buy |
48,296
+27,836
| +136% | +$4.56M | 2.42% | 9 |
|
|
2021
Q3 | $3.33M | Buy |
20,460
+718
| +4% | +$122K | 1.3% | 19 |
|
|
2021
Q2 | $3.24M | Buy |
19,742
+11,587
| +142% | +$1.92M | 1.19% | 18 |
|
|
2021
Q1 | $1.34M | Hold |
8,155
| – | – | 0.51% | 58 |
|
|
2020
Q4 | $1.28M | Hold |
8,155
| – | – | 0.5% | 52 |
|
|
2020
Q3 | $1.21M | Buy |
8,155
+99
| +1% | +$14.6K | 0.61% | 45 |
|
|
2020
Q2 | $1.13M | Hold |
8,056
| – | – | 0.54% | 40 |
|
|
2020
Q1 | $1.06M | Sell |
8,056
-136
| -2% | -$19.3K | 0.52% | 42 |
|
|
2019
Q4 | $1.06M | Hold |
8,192
| – | – | 0.6% | 61 |
|
|
2019
Q3 | $1.06M | Hold |
8,192
| – | – | 0.6% | 61 |
|
|
2019
Q2 | $1.14M | Sell |
8,192
-175,700
| -96% | -$24.3M | 0.64% | 58 |
|
|
2019
Q1 | $25.6M | Sell |
183,892
-12,560
| -6% | -$1.68M | 13.52% | 2 |
|
|
2018
Q4 | $25.2M | Sell |
196,452
-43,091
| -18% | -$6.01M | 14.81% | 2 |
|
|
2018
Q3 | $33.1M | Sell |
239,543
-29,640
| -11% | -$3.94M | 5.42% | 3 |
|
|
2018
Q2 | $33M | Buy |
269,183
+62,060
| +30% | +$7.74M | 4.47% | 3 |
|
|
2018
Q1 | $26.4M | Sell |
207,123
-730
| -0.4% | -$98.7K | 12.36% | 3 |
|
|
2017
Q4 | $29.3M | Buy |
207,853
+4,100
| +2% | +$571K | 14.61% | 1 |
|
|
2017
Q3 | $26.4M | Buy |
203,753
+518
| +0.3% | +$68.7K | 13.92% | 2 |
|
|
2017
Q2 | $26.9M | Buy |
203,235
+5,994
| +3% | +$765K | 14.92% | 2 |
|
|
2017
Q1 | $24.6M | Buy |
197,241
+355
| +0.2% | +$42.4K | 16% | 2 |
|
|
2016
Q4 | $22.7M | Sell |
196,886
-5,310
| -3% | -$613K | 15.46% | 1 |
|
|
2016
Q3 | $23.9M | Sell |
202,196
-8,328
| -4% | -$1.01M | 15.18% | 2 |
|
|
2016
Q2 | $25.2M | Buy |
210,524
+17,582
| +9% | +$2M | 21.72% | 2 |
|
|
2016
Q1 | $20.9M | Buy |
192,942
+8,840
| +5% | +$915K | 19.82% | 2 |
|
|
2015
Q4 | $19M | Buy |
184,102
+1,624
| +0.9% | +$163K | 16.79% | 2 |
|
|
2015
Q3 | $17M | Hold |
182,478
| – | – | 15.53% | 4 |
|
|
2015
Q2 | $17.9M | Buy |
+182,478
| New | +$18.3M | 16.42% | 4 |
|
Other funds holding JNJ
AACR
Ninety One's JNJ Position: Q2 2026 in Review
Ninety One reduced its Johnson & Johnson (JNJ) stake by 6.9% in Q2 2026, selling an estimated $2.45M and leaving 142,414 shares worth $36.2M. The position accounts for 1.96% of the portfolio, ranked #6.
Ninety One first reported a position in JNJ in Q2 2015 and has held it in 45 quarters since. The position peaked at $37.3M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.
- Ninety One held 142,414 shares of Johnson & Johnson worth $36.2M as of Q2 2026.
- Ninety One sold 10,509 Johnson & Johnson shares in Q2 2026, an estimated $2.45M.
- Johnson & Johnson made up 1.96% of Ninety One's portfolio in Q2 2026, its #6 holding.
- Ninety One first reported a position in Johnson & Johnson in Q2 2015 and has held it in 45 quarters since.
- Ninety One's Johnson & Johnson position peaked at $37.3M in Q1 2026.
- 2,347 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.
Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.