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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.01M Sell
3,969
-9
-0.2% -$2.1K 0.66% 25
2026
Q1
$972K Sell
3,978
-16
-0.4% -$3.73K 0.73% 22
2025
Q4
$827K Buy
3,994
+14
+0.4% +$2.77K 0.6% 27
2025
Q3
$738K Hold
3,980
0.55% 27
2025
Q2
$608K Hold
3,980
0.5% 31
2025
Q1
$660K Hold
3,980
0.59% 29
2024
Q4
$576K Buy
+3,980
New +$617K 0.52% 31

Other funds holding JNJ

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

Trace Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 0.23% in Q2 2026, selling an estimated $2.1K and leaving 3,969 shares worth $1.01M. The position accounts for 0.66% of the portfolio, ranked #25.

Trace Wealth Advisors first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 4,677 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Trace Wealth Advisors held 3,969 shares of Johnson & Johnson worth $1.01M as of Q2 2026.
  • Trace Wealth Advisors sold 9 Johnson & Johnson shares in Q2 2026, an estimated $2.1K.
  • Johnson & Johnson made up 0.66% of Trace Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Trace Wealth Advisors first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • 4,677 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.