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Simplicity Wealth’s Johnson & Johnson JNJ Stock Holding History

Simplicity Wealth’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 		$13.5M Buy
53,196
+21,844
+70% +$5.09M 0.46% 51
2026
Q1 		$7.66M Buy
31,352
+928
+3% +$216K 0.43% 49
2025
Q4 		$6.3M Sell
30,424
-265
-0.9% -$52.4K 0.38% 57
2025
Q3 		$5.69M Sell
30,689
-25,156
-45% -$4.31M 0.33% 67
2025
Q2 		$8.53M Buy
55,845
+27,338
+96% +$4.2M 0.36% 67
2025
Q1 		$4.73M Buy
28,507
+18,153
+175% +$2.84M 0.37% 56
2024
Q4 		$1.5M Sell
10,354
-17,100
-62% -$2.65M 0.31% 57
2024
Q3 		$4.45M Sell
27,454
-102,553
-79% -$16.3M 0.41% 54
2024
Q2 		$19M Buy
130,007
+424
+0.3% +$63.1K 0.43% 36
2024
Q1 		$20.5M Buy
129,583
+124,947
+2,695% +$19.9M 0.49% 32
2023
Q4 		$727K Buy
+4,636
New +$711K 0.28% 56

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Simplicity Wealth's JNJ Position: Q2 2026 in Review

Simplicity Wealth increased its Johnson & Johnson (JNJ) stake by 70% in Q2 2026, buying an estimated $5.09M and bringing the position to 53,196 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #51.

Simplicity Wealth first reported a position in JNJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.5M in Q1 2024. 3,371 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Simplicity Wealth held 53,196 shares of Johnson & Johnson worth $13.5M as of Q2 2026.
  • Simplicity Wealth bought 21,844 Johnson & Johnson shares in Q2 2026, an estimated $5.09M.
  • Johnson & Johnson made up 0.46% of Simplicity Wealth's portfolio in Q2 2026, its #51 holding.
  • Simplicity Wealth first reported a position in Johnson & Johnson in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Johnson & Johnson position peaked at $20.5M in Q1 2024.
  • 3,371 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.