Plan Group Financial
JNJ icon

Plan Group Financial’s Johnson & Johnson JNJ Stock Holding History

Plan Group Financial’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 		$518K Buy
1,996
+943
+90% +$249K 0.1% 113
2026
Q2 		$268K Sell
1,053
-42
-4% -$9.8K 0.06% 193
2026
Q1 		$268K Buy
1,095
+40
+4% +$9.32K 0.06% 182
2025
Q4 		$218K Buy
+1,055
New +$209K 0.06% 183
2023
Q3 		– Sell
-2,762
Closed -$459K – 85
2023
Q2 		$459K Buy
+2,762
New +$446K 0.38% 37

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Plan Group Financial's JNJ Position: Q3 2026 in Review

Plan Group Financial increased its Johnson & Johnson (JNJ) stake by 90% in Q3 2026, buying an estimated $249K and bringing the position to 1,996 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #113.

Plan Group Financial first reported a position in JNJ in Q2 2023 and has held it in 5 quarters since. 1,661 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Plan Group Financial held 1,996 shares of Johnson & Johnson worth $518K as of Q3 2026.
  • Plan Group Financial bought 943 Johnson & Johnson shares in Q3 2026, an estimated $249K.
  • Johnson & Johnson made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #113 holding.
  • Plan Group Financial first reported a position in Johnson & Johnson in Q2 2023 and has held it in 5 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.