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Rooted Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Rooted Wealth Advisors’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 		$444K Buy
1,749
+121
+7% +$28.2K 0.11% 99
2026
Q1 		$376K Sell
1,628
-15
-0.9% -$3.49K 0.1% 95
2025
Q4 		$385K Sell
1,643
-122
-7% -$24.1K 0.11% 92
2025
Q3 		$333K Buy
1,765
+399
+29% +$68.4K 0.1% 92
2025
Q2 		$214K Buy
+1,366
New +$210K 0.07% 103

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 $3.38T AUM 44.17% 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

Rooted Wealth Advisors's JNJ Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 7.4% in Q2 2026, buying an estimated $28.2K and bringing the position to 1,749 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #99.

Rooted Wealth Advisors first reported a position in JNJ in Q2 2025 and has held it in 5 quarters since. 4,698 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Rooted Wealth Advisors held 1,749 shares of Johnson & Johnson worth $444K as of Q2 2026.
  • Rooted Wealth Advisors bought 121 Johnson & Johnson shares in Q2 2026, an estimated $28.2K.
  • Johnson & Johnson made up 0.11% of Rooted Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Rooted Wealth Advisors first reported a position in Johnson & Johnson in Q2 2025 and has held it in 5 quarters since.
  • 4,698 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.