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 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 $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

Sendero Wealth Management's JNJ Position: Q1 2026 in Review

Sendero Wealth Management increased its Johnson & Johnson (JNJ) stake by 0.45% in Q1 2026, buying an estimated $9.32K and bringing the position to 8,918 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #65.

Sendero Wealth Management first reported a position in JNJ in Q2 2023 and has held it in 12 quarters since. 4,613 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

Sendero Wealth Management held 8,918 shares of Johnson & Johnson worth $2.18M as of Q1 2026.
Sendero Wealth Management bought 40 Johnson & Johnson shares in Q1 2026, an estimated $9.32K.
Johnson & Johnson made up 0.24% of Sendero Wealth Management's portfolio in Q1 2026, its #65 holding.
Sendero Wealth Management first reported a position in Johnson & Johnson in Q2 2023 and has held it in 12 quarters since.
4,613 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.