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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's JNJ Position: Q1 2026 in Review

Root Financial Partners reduced its Johnson & Johnson (JNJ) stake by 17% in Q1 2026, selling an estimated $412K and leaving 8,648 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #61.

Root Financial Partners first reported a position in JNJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q4 2025. 4,617 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Root Financial Partners held 8,648 shares of Johnson & Johnson worth $2.11M as of Q1 2026.
Root Financial Partners sold 1,768 Johnson & Johnson shares in Q1 2026, an estimated $412K.
Johnson & Johnson made up 0.1% of Root Financial Partners's portfolio in Q1 2026, its #61 holding.
Root Financial Partners first reported a position in Johnson & Johnson in Q2 2024 and has held it in 8 quarters since.
Root Financial Partners's Johnson & Johnson position peaked at $2.16M in Q4 2025.
4,617 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.