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Peak Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Peak Financial Advisors’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 		$4.58M Buy
18,041
+5,563
+45% +$1.3M 1.9% 10
2026
Q1 		$3.05M Buy
12,478
+521
+4% +$121K 1.35% 20
2025
Q4 		$2.47M Buy
11,957
+8,907
+292% +$1.76M 1.11% 24
2025
Q3 		$566K Buy
3,050
+41
+1% +$7.02K 0.27% 63
2025
Q2 		$460K Buy
+3,009
New +$463K 0.24% 76

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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Peak Financial Advisors's JNJ Position: Q2 2026 in Review

Peak Financial Advisors increased its Johnson & Johnson (JNJ) stake by 45% in Q2 2026, buying an estimated $1.3M and bringing the position to 18,041 shares worth $4.58M. The position accounts for 1.9% of the portfolio, ranked #10.

Peak Financial Advisors first reported a position in JNJ in Q2 2025 and has held it in 5 quarters since. 1,021 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Peak Financial Advisors held 18,041 shares of Johnson & Johnson worth $4.58M as of Q2 2026.
  • Peak Financial Advisors bought 5,563 Johnson & Johnson shares in Q2 2026, an estimated $1.3M.
  • Johnson & Johnson made up 1.9% of Peak Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Peak Financial Advisors first reported a position in Johnson & Johnson in Q2 2025 and has held it in 5 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.