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PineStone Asset Management’s Johnson & Johnson JNJ Stock Holding History

PineStone Asset Management’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 		$440M Sell
1,733,844
-54,826
-3% -$12.8M 2.72% 14
2026
Q1 		$437M Sell
1,788,670
-278,997
-13% -$65M 3.07% 11
2025
Q4 		$428M Sell
2,067,667
-22,742
-1% -$4.5M 2.66% 12
2025
Q3 		$388M Sell
2,090,409
-88,561
-4% -$15.2M 2.41% 14
2025
Q2 		$333M Buy
2,178,970
+114,337
+6% +$17.6M 2.15% 17
2025
Q1 		$342M Buy
2,064,633
+104,761
+5% +$16.4M 2.59% 15
2024
Q4 		$283M Buy
1,959,872
+225,489
+13% +$34.9M 2.66% 15
2024
Q3 		$281M Buy
1,734,383
+9,800
+0.6% +$1.56M 2.71% 16
2024
Q2 		$252M Buy
1,724,583
+547,920
+47% +$81.5M 2.67% 15
2024
Q1 		$186M Sell
1,176,663
-676,895
-37% -$108M 2.96% 13
2023
Q4 		$291M Buy
1,853,558
+358,580
+24% +$55M 3.12% 15
2023
Q3 		$233M Buy
1,494,978
+980,297
+190% +$162M 3.36% 14
2023
Q2 		$85.2M Sell
514,681
-659,017
-56% -$106M 4.11% 8
2023
Q1 		$182M Buy
1,173,698
+999,249
+573% +$161M 4.4% 8
2022
Q4 		$30.8M Buy
+174,449
New +$30.1M 5.78% 7

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 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

PineStone Asset Management's JNJ Position: Q2 2026 in Review

PineStone Asset Management reduced its Johnson & Johnson (JNJ) stake by 3.1% in Q2 2026, selling an estimated $12.8M and leaving 1,733,844 shares worth $440M. The position accounts for 2.72% of the portfolio, ranked #14.

PineStone Asset Management first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. 2,379 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • PineStone Asset Management held 1,733,844 shares of Johnson & Johnson worth $440M as of Q2 2026.
  • PineStone Asset Management sold 54,826 Johnson & Johnson shares in Q2 2026, an estimated $12.8M.
  • Johnson & Johnson made up 2.72% of PineStone Asset Management's portfolio in Q2 2026, its #14 holding.
  • PineStone Asset Management first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on PineStone Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.