Palo Alto Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Buy
1,582
+234
+17% +$40.1K 0.09% 50
2025
Q2
$206K Buy
+1,348
New +$207K 0.08% 55

Other funds holding JNJ

Palo Alto Wealth Advisors's JNJ Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 17% in Q3 2025, buying an estimated $40.1K and bringing the position to 1,582 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #50.

Palo Alto Wealth Advisors first reported a position in JNJ in Q2 2025 and has held it in 2 quarters since. 4,187 funds tracked by Wall St. Rank hold JNJ as of Q3 2025.

  • Palo Alto Wealth Advisors held 1,582 shares of Johnson & Johnson worth $307K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 234 Johnson & Johnson shares in Q3 2025, an estimated $40.1K.
  • Johnson & Johnson made up 0.09% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #50 holding.
  • Palo Alto Wealth Advisors first reported a position in Johnson & Johnson in Q2 2025 and has held it in 2 quarters since.
  • 4,187 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.