Sendero Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Sendero Wealth Management’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	$2.61M	Buy	10,279 +1,361	+15%	+$317K	0.26%	70
2026 Q1	$2.18M	Buy	8,918 +40	+0.5%	+$9.32K	0.24%	65
2025 Q4	$1.84M	Buy	8,878 +113	+1%	+$22.3K	0.2%	72
2025 Q3	$1.63M	Buy	8,765 +412	+5%	+$70.6K	0.19%	74
2025 Q2	$1.28M	Buy	8,353 +337	+4%	+$51.8K	0.16%	83
2025 Q1	$1.33M	Buy	8,016 +1,040	+15%	+$163K	0.18%	75
2024 Q4	$1.01M	Hold	6,976	–	–	0.15%	85
2024 Q3	$1.13M	Hold	6,976	–	–	0.18%	74
2024 Q2	$1.02M	Sell	6,976 -779	-10%	-$116K	0.17%	75
2024 Q1	$1.23M	Buy	7,755 +386	+5%	+$61.4K	0.21%	71
2023 Q4	$1.16M	Buy	7,369 +155	+2%	+$23.8K	0.22%	73
2023 Q3	$1.12M	Hold	7,214	–	–	0.24%	72
2023 Q2	$1.19M	Buy	+7,214	New	+$1.16M	0.26%	71

Other funds holding JNJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sendero Wealth Management's JNJ Position: Q2 2026 in Review

Sendero Wealth Management increased its Johnson & Johnson (JNJ) stake by 15% in Q2 2026, buying an estimated $317K and bringing the position to 10,279 shares worth $2.61M. The position accounts for 0.26% of the portfolio, ranked #70.

Sendero Wealth Management first reported a position in JNJ in Q2 2023 and has held it in 13 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Sendero Wealth Management held 10,279 shares of Johnson & Johnson worth $2.61M as of Q2 2026.
Sendero Wealth Management bought 1,361 Johnson & Johnson shares in Q2 2026, an estimated $317K.
Johnson & Johnson made up 0.26% of Sendero Wealth Management's portfolio in Q2 2026, its #70 holding.
Sendero Wealth Management first reported a position in Johnson & Johnson in Q2 2023 and has held it in 13 quarters since.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.