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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Strata Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 28% in Q2 2026, selling an estimated $244K and leaving 2,633 shares worth $669K. The position accounts for 0.16% of the portfolio, ranked #49.

Strata Wealth Advisors first reported a position in JNJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $938K in Q1 2024. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Strata Wealth Advisors held 2,633 shares of Johnson & Johnson worth $669K as of Q2 2026.
  • Strata Wealth Advisors sold 1,048 Johnson & Johnson shares in Q2 2026, an estimated $244K.
  • Johnson & Johnson made up 0.16% of Strata Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Strata Wealth Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 14 quarters since.
  • Strata Wealth Advisors's Johnson & Johnson position peaked at $938K in Q1 2024.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.