Suvretta Capital Management’s Johnson & Johnson JNJ Stock Holding History

Suvretta Capital Management’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	$1.96M	Sell	7,700 -15,700	-67%	-$3.66M	0.04%	73
2026 Q1	$5.72M	Sell	23,400 -75,386	-76%	-$17.6M	0.15%	58
2025 Q4	$20.4M	Sell	98,786 -34,000	-26%	-$6.72M	0.42%	57
2025 Q3	$24.6M	Hold	132,786	–	–	0.63%	49
2025 Q2	$20.3M	Buy	132,786 +23,400	+21%	+$3.6M	0.61%	42
2025 Q1	$18.1M	Sell	109,386 -30,600	-22%	-$4.79M	0.67%	40
2024 Q4	$20.2M	Buy	139,986 +1,539	+1%	+$238K	0.69%	45
2024 Q3	$22.4M	Buy	138,447 +48,350	+54%	+$7.7M	0.72%	45
2024 Q2	$13.2M	Hold	90,097	–	–	0.48%	46
2024 Q1	$14.3M	Hold	90,097	–	–	0.53%	46
2023 Q4	$14.1M	Hold	90,097	–	–	0.64%	42
2023 Q3	$14M	Buy	90,097 +7,297	+9%	+$1.2M	0.76%	40
2023 Q2	$13.7M	Buy	82,800 +27,510	+50%	+$4.44M	0.73%	45
2023 Q1	$8.57M	Buy	55,290 +26,000	+89%	+$4.2M	0.36%	54
2022 Q4	$5.17M	Buy	+29,290	New	+$5.06M	0.22%	57
2022 Q2	–	Sell	-415,310	Closed	-$73.6M	–	96
2022 Q1	$73.6M	Buy	+415,310	New	+$70.7M	2.25%	18
2020 Q2	–	Sell	-925,930	Closed	-$121M	–	96
2020 Q1	$121M	Sell	925,930 -289,550	-24%	-$41.1M	3.28%	12
2019 Q4	$177M	Buy	+1,215,480	New	+$165M	4.03%	6

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

Suvretta Capital Management's JNJ Position: Q2 2026 in Review

Suvretta Capital Management reduced its Johnson & Johnson (JNJ) stake by 67% in Q2 2026, selling an estimated $3.66M and leaving 7,700 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #73.

Suvretta Capital Management first reported a position in JNJ in Q4 2019 and has held it in 18 quarters since. The position peaked at $177M in Q4 2019. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Suvretta Capital Management held 7,700 shares of Johnson & Johnson worth $1.96M as of Q2 2026.
Suvretta Capital Management sold 15,700 Johnson & Johnson shares in Q2 2026, an estimated $3.66M.
Johnson & Johnson made up 0.04% of Suvretta Capital Management's portfolio in Q2 2026, its #73 holding.
Suvretta Capital Management first reported a position in Johnson & Johnson in Q4 2019 and has held it in 18 quarters since.
Suvretta Capital Management's Johnson & Johnson position peaked at $177M in Q4 2019.
4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.