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Root Financial Partners’s Johnson & Johnson JNJ Stock Holding History

Root Financial Partners’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 		$2.36M Buy
9,301
+653
+8% +$152K 0.09% 68
2026
Q1 		$2.11M Sell
8,648
-1,768
-17% -$412K 0.1% 61
2025
Q4 		$2.16M Buy
10,416
+667
+7% +$132K 0.11% 55
2025
Q3 		$1.81M Sell
9,749
-1,003
-9% -$172K 0.11% 57
2025
Q2 		$1.64M Buy
10,752
+3,078
+40% +$473K 0.16% 50
2025
Q1 		$1.27M Sell
7,674
-1,298
-14% -$203K 0.14% 55
2024
Q4 		$1.3M Buy
8,972
+6,152
+218% +$953K 0.16% 49
2024
Q3 		$457K Buy
2,820
+1,438
+104% +$229K 0.07% 97
2024
Q2 		$202K Buy
+1,382
New +$206K 0.05% 110

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Root Financial Partners's JNJ Position: Q2 2026 in Review

Root Financial Partners increased its Johnson & Johnson (JNJ) stake by 7.6% in Q2 2026, buying an estimated $152K and bringing the position to 9,301 shares worth $2.36M. The position accounts for 0.09% of the portfolio, ranked #68.

Root Financial Partners first reported a position in JNJ in Q2 2024 and has held it in 9 quarters since. 4,685 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Root Financial Partners held 9,301 shares of Johnson & Johnson worth $2.36M as of Q2 2026.
  • Root Financial Partners bought 653 Johnson & Johnson shares in Q2 2026, an estimated $152K.
  • Johnson & Johnson made up 0.09% of Root Financial Partners's portfolio in Q2 2026, its #68 holding.
  • Root Financial Partners first reported a position in Johnson & Johnson in Q2 2024 and has held it in 9 quarters since.
  • 4,685 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.