Root Financial Partners
JNJ icon

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
Q3 		$3.27M Buy
12,364
+3,063
+33% +$808K 0.11% 59
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Root Financial Partners's JNJ Position: Q3 2026 in Review

Root Financial Partners increased its Johnson & Johnson (JNJ) stake by 33% in Q3 2026, buying an estimated $808K and bringing the position to 12,364 shares worth $3.27M. The position accounts for 0.11% of the portfolio, ranked #59.

Root Financial Partners first reported a position in JNJ in Q2 2024 and has held it in 10 quarters since. 2,192 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Root Financial Partners held 12,364 shares of Johnson & Johnson worth $3.27M as of Q3 2026.
  • Root Financial Partners bought 3,063 Johnson & Johnson shares in Q3 2026, an estimated $808K.
  • Johnson & Johnson made up 0.11% of Root Financial Partners's portfolio in Q3 2026, its #59 holding.
  • Root Financial Partners first reported a position in Johnson & Johnson in Q2 2024 and has held it in 10 quarters since.
  • 2,192 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.