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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
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

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Optivise Advisory Services's JNJ Position: Q2 2026 in Review

Optivise Advisory Services increased its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,690 shares worth $937K. The position accounts for 0.48% of the portfolio, ranked #58.

Optivise Advisory Services first reported a position in JNJ in Q2 2024 and has held it in 9 quarters since. 1,783 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Optivise Advisory Services held 3,690 shares of Johnson & Johnson worth $937K as of Q2 2026.
  • Optivise Advisory Services bought 397 Johnson & Johnson shares in Q2 2026, an estimated $92.5K.
  • Johnson & Johnson made up 0.48% of Optivise Advisory Services's portfolio in Q2 2026, its #58 holding.
  • Optivise Advisory Services first reported a position in Johnson & Johnson in Q2 2024 and has held it in 9 quarters since.
  • 1,783 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.