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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$310K Hold
1,219
0.08% 31
2026
Q1
$298K Hold
1,219
0.08% 32
2025
Q4
$252K Hold
1,219
0.07% 36
2025
Q3
$226K Buy
+1,219
New +$209K 0.06% 38
2025
Q2
Sell
-1,219
Closed -$202K 41
2025
Q1
$202K Buy
+1,219
New +$191K 0.07% 38
2024
Q4
Sell
-3,025
Closed -$490K 37
2024
Q3
$490K Buy
+3,025
New +$482K 0.17% 17
2023
Q3
Sell
-1,219
Closed -$202K 24
2023
Q2
$202K Buy
+1,219
New +$197K 0.11% 24
2023
Q1
Sell
-1,219
Closed -$215K 22
2022
Q4
$215K Buy
+1,219
New +$210K 0.13% 18
2022
Q3
Sell
-1,219
Closed -$216K 16
2022
Q2
$216K Hold
1,219
0.14% 14
2022
Q1
$216K Hold
1,219
0.13% 15
2021
Q4
$209K Buy
+1,219
New +$200K 0.12% 16

Other funds holding JNJ

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

ShankerValleau Wealth Advisors held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,219 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #31.

ShankerValleau Wealth Advisors first reported a position in JNJ in Q4 2021 and has held it in 11 quarters since. The position peaked at $490K in Q3 2024. 1,474 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • ShankerValleau Wealth Advisors held 1,219 shares of Johnson & Johnson worth $310K as of Q2 2026.
  • ShankerValleau Wealth Advisors left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.08% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • ShankerValleau Wealth Advisors first reported a position in Johnson & Johnson in Q4 2021 and has held it in 11 quarters since.
  • ShankerValleau Wealth Advisors's Johnson & Johnson position peaked at $490K in Q3 2024.
  • 1,474 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.