PlanVest Financial’s Johnson & Johnson JNJ Stock Holding History

PlanVest 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 Q2	$152K	Buy	599 +1	+0.2%	+$233	0.1%	123
2026 Q1	$146K	Buy	+598	New	+$139K	0.11%	112

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PlanVest Financial's JNJ Position: Q2 2026 in Review

PlanVest Financial increased its Johnson & Johnson (JNJ) stake by 0.17% in Q2 2026, buying an estimated $233 and bringing the position to 599 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #123.

PlanVest Financial first reported a position in JNJ in Q1 2026 and has held it in 2 quarters since. 4,503 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

PlanVest Financial held 599 shares of Johnson & Johnson worth $152K as of Q2 2026.
PlanVest Financial bought 1 Johnson & Johnson share in Q2 2026, an estimated $233.
Johnson & Johnson made up 0.1% of PlanVest Financial's portfolio in Q2 2026, its #123 holding.
PlanVest Financial first reported a position in Johnson & Johnson in Q1 2026 and has held it in 2 quarters since.
4,503 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.