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

Strata Wealth Advisors’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
Q3 		$720K Buy
2,720
+87
+3% +$23K 0.17% 50
2026
Q2 		$669K Sell
2,633
-1,048
-28% -$244K 0.16% 49
2026
Q1 		$900K Buy
3,681
+128
+4% +$29.8K 0.25% 38
2025
Q4 		$735K Sell
3,553
-268
-7% -$53K 0.2% 43
2025
Q3 		$708K Buy
3,821
+1,444
+61% +$247K 0.19% 44
2025
Q2 		$363K Sell
2,377
-1,639
-41% -$252K 0.1% 59
2025
Q1 		$666K Buy
4,016
+1,827
+83% +$286K 0.21% 41
2024
Q4 		$317K Sell
2,189
-2,534
-54% -$393K 0.1% 63
2024
Q3 		$765K Buy
4,723
+2,623
+125% +$418K 0.25% 39
2024
Q2 		$307K Sell
2,100
-3,827
-65% -$569K 0.11% 59
2024
Q1 		$938K Buy
5,927
+4,070
+219% +$648K 0.33% 34
2023
Q4 		$291K Buy
1,857
+190
+11% +$29.1K 0.11% 56
2023
Q3 		$260K Buy
+1,667
New +$275K 0.13% 45
2023
Q1 		$219K Buy
1,414
+131
+10% +$21.2K 0.11% 50
2022
Q4 		$227K Buy
+1,283
New +$222K 0.13% 46

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Strata Wealth Advisors's JNJ Position: Q3 2026 in Review

Strata Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 3.3% in Q3 2026, buying an estimated $23K and bringing the position to 2,720 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #50.

Strata Wealth Advisors first reported a position in JNJ in Q4 2022 and has held it in 15 quarters since. The position peaked at $938K in Q1 2024. 3,177 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Strata Wealth Advisors held 2,720 shares of Johnson & Johnson worth $720K as of Q3 2026.
  • Strata Wealth Advisors bought 87 Johnson & Johnson shares in Q3 2026, an estimated $23K.
  • Johnson & Johnson made up 0.17% of Strata Wealth Advisors's portfolio in Q3 2026, its #50 holding.
  • Strata Wealth Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 15 quarters since.
  • Strata Wealth Advisors's Johnson & Johnson position peaked at $938K in Q1 2024.
  • 3,177 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.