Sienna Gestion’s Johnson & Johnson JNJ Stock Holding History

Sienna Gestion’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	$20.5M	Buy	+78,424	New	+$18.3M	1.2%	19
2026 Q1	–	Sell	-129,646	Closed	-$26.7M	–	153
2025 Q4	$26.7M	Sell	129,646 -12,481	-9%	-$2.47M	1.59%	9
2025 Q3	$24M	Buy	142,127 +12,073	+9%	+$2.07M	1.68%	9
2025 Q2	$18.1M	Buy	130,054 +11,690	+10%	+$1.8M	1.25%	16
2025 Q1	$19.1M	Sell	118,364 -12,401	-9%	-$1.94M	1.54%	8
2024 Q4	$18.9M	Hold	130,765	–	–	1.28%	11
2024 Q3	$21.1M	Buy	130,765 +30,024	+30%	+$4.78M	1.41%	10
2024 Q2	$14.7M	Buy	100,741 +15,761	+19%	+$2.34M	1.31%	11
2024 Q1	$13.4M	Buy	+84,980	New	+$13.5M	1.16%	14

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

Sienna Gestion's JNJ Position: Q2 2026 in Review

Sienna Gestion opened a new position in Johnson & Johnson (JNJ) in Q2 2026: 78,424 shares worth $20.5M. The stake represents 1.2% of the portfolio and ranks #19 among its holdings. This is a return to the name: Sienna Gestion previously reported a position in JNJ as recently as Q4 2025.

Sienna Gestion first reported a position in JNJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $26.7M in Q4 2025. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Sienna Gestion held 78,424 shares of Johnson & Johnson worth $20.5M as of Q2 2026.
Johnson & Johnson was a new Sienna Gestion position in Q2 2026.
Johnson & Johnson made up 1.2% of Sienna Gestion's portfolio in Q2 2026, its #19 holding.
Sienna Gestion first reported a position in Johnson & Johnson in Q1 2024 and has held it in 9 quarters since.
Sienna Gestion's Johnson & Johnson position peaked at $26.7M in Q4 2025.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.