Trifecta Capital Advisors
JNJ icon

Trifecta Capital Advisors’s Johnson & Johnson JNJ Stock Holding History

Trifecta Capital 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 		$1.06M Buy
4,011
+175
+5% +$46.2K 0.13% 62
2026
Q2 		$974K Sell
3,836
-111
-3% -$25.9K 0.13% 61
2026
Q1 		$965K Hold
3,947
– – 0.15% 60
2025
Q4 		$817K Sell
3,947
-201
-5% -$39.7K 0.12% 61
2025
Q3 		$769K Buy
4,148
+127
+3% +$21.8K 0.12% 62
2025
Q2 		$614K Buy
4,021
+1,576
+64% +$242K 0.1% 68
2025
Q1 		$405K Sell
2,445
-38
-2% -$5.95K 0.09% 64
2024
Q4 		$359K Hold
2,483
– – 0.07% 67
2024
Q3 		$402K Sell
2,483
-124
-5% -$19.8K 0.08% 67
2024
Q2 		$381K Sell
2,607
-16,624
-86% -$2.47M 0.08% 67
2024
Q1 		$3.04M Sell
19,231
-502
-3% -$79.9K 0.74% 40
2023
Q4 		$3.09M Sell
19,733
-282
-1% -$43.2K 0.86% 34
2023
Q3 		$3.12M Buy
20,015
+167
+0.8% +$27.6K 1% 31
2023
Q2 		$3.29M Sell
19,848
-528
-3% -$85.2K 1.06% 25
2023
Q1 		$3.16M Buy
20,376
+931
+5% +$150K 1.11% 24
2022
Q4 		$3.43M Buy
+19,445
New +$3.36M 1.37% 19

Other funds holding JNJ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Trifecta Capital Advisors's JNJ Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Johnson & Johnson (JNJ) stake by 4.6% in Q3 2026, buying an estimated $46.2K and bringing the position to 4,011 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #62.

Trifecta Capital Advisors first reported a position in JNJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.43M in Q4 2022. 4,243 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Trifecta Capital Advisors held 4,011 shares of Johnson & Johnson worth $1.06M as of Q3 2026.
  • Trifecta Capital Advisors bought 175 Johnson & Johnson shares in Q3 2026, an estimated $46.2K.
  • Johnson & Johnson made up 0.13% of Trifecta Capital Advisors's portfolio in Q3 2026, its #62 holding.
  • Trifecta Capital Advisors first reported a position in Johnson & Johnson in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Johnson & Johnson position peaked at $3.43M in Q4 2022.
  • 4,243 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.