Proactive Wealth Strategies
JNJ icon

Proactive Wealth Strategies’s Johnson & Johnson JNJ Stock Holding History

Proactive Wealth Strategies’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 		$277K Buy
1,047
+42
+4% +$11.1K 0.04% 192
2026
Q2 		$255K Buy
1,005
+4
+0.4% +$932 0.04% 198
2026
Q1 		$244K Buy
+1,001
New +$233K 0.05% 190

Other funds holding JNJ

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Proactive Wealth Strategies's JNJ Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Johnson & Johnson (JNJ) stake by 4.2% in Q3 2026, buying an estimated $11.1K and bringing the position to 1,047 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #192.

Proactive Wealth Strategies first reported a position in JNJ in Q1 2026 and has held it in 3 quarters since. 3,876 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Proactive Wealth Strategies held 1,047 shares of Johnson & Johnson worth $277K as of Q3 2026.
  • Proactive Wealth Strategies bought 42 Johnson & Johnson shares in Q3 2026, an estimated $11.1K.
  • Johnson & Johnson made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #192 holding.
  • Proactive Wealth Strategies first reported a position in Johnson & Johnson in Q1 2026 and has held it in 3 quarters since.
  • 3,876 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.