Optivise Advisory Services’s Johnson & Johnson JNJ Stock Holding History

Optivise Advisory Services’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 Q3	$1.01M	Buy	3,799 +109	+3%	+$28.8K	0.49%	56
2026 Q2	$937K	Buy	3,690 +397	+12%	+$92.5K	0.48%	58
2026 Q1	$805K	Sell	3,293 -479	-13%	-$112K	0.49%	56
2025 Q4	$781K	Buy	3,772 +763	+25%	+$151K	0.45%	65
2025 Q3	$558K	Buy	3,009 +849	+39%	+$145K	0.33%	80
2025 Q2	$330K	Sell	2,160 -105	-5%	-$16.1K	0.17%	123
2025 Q1	$376K	Buy	2,265 +169	+8%	+$26.4K	0.21%	106
2024 Q4	$303K	Buy	2,096 +284	+16%	+$44K	0.16%	129
2024 Q3	$294K	Sell	1,812 -266	-13%	-$42.4K	0.15%	121
2024 Q2	$304K	Buy	+2,078	New	+$309K	0.16%	126

Other funds holding JNJ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's JNJ Position: Q3 2026 in Review

Optivise Advisory Services increased its Johnson & Johnson (JNJ) stake by 3% in Q3 2026, buying an estimated $28.8K and bringing the position to 3,799 shares worth $1.01M. The position accounts for 0.49% of the portfolio, ranked #56.

Optivise Advisory Services first reported a position in JNJ in Q2 2024 and has held it in 10 quarters since. 2,986 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

Optivise Advisory Services held 3,799 shares of Johnson & Johnson worth $1.01M as of Q3 2026.
Optivise Advisory Services bought 109 Johnson & Johnson shares in Q3 2026, an estimated $28.8K.
Johnson & Johnson made up 0.49% of Optivise Advisory Services's portfolio in Q3 2026, its #56 holding.
Optivise Advisory Services first reported a position in Johnson & Johnson in Q2 2024 and has held it in 10 quarters since.
2,986 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.