True Wealth Design
JNJ icon

True Wealth Design’s Johnson & Johnson JNJ Stock Holding History

True Wealth Design’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 		$484K Sell
1,827
-157
-8% -$41.4K 0.11% 39
2026
Q2 		$504K Sell
1,984
-320
-14% -$74.6K 0.12% 39
2026
Q1 		$563K Buy
2,304
+908
+65% +$211K 0.16% 33
2025
Q4 		$289K Sell
1,396
-16
-1% -$3.16K 0.08% 51
2025
Q3 		$262K Buy
1,412
+398
+39% +$68.2K 0.08% 52
2025
Q2 		$155K Sell
1,014
-465
-31% -$71.5K 0.05% 69
2025
Q1 		$245K Buy
1,479
+254
+21% +$39.7K 0.09% 30
2024
Q4 		$177K Buy
1,225
+424
+53% +$65.7K 0.07% 32
2024
Q3 		$130K Sell
801
-5,516
-87% -$879K 0.05% 41
2024
Q2 		$923K Buy
6,317
+260
+4% +$38.7K 0.23% 40
2024
Q1 		$958K Buy
6,057
+180
+3% +$28.7K 0.24% 44
2023
Q4 		$921K Buy
5,877
+271
+5% +$41.6K 0.26% 37
2023
Q3 		$873K Sell
5,606
-249
-4% -$41.1K 0.29% 29
2023
Q2 		$969K Sell
5,855
-59
-1% -$9.5K 0.35% 28
2023
Q1 		$917K Buy
5,914
+705
+14% +$114K 0.38% 30
2022
Q4 		$920K Buy
+5,209
New +$899K 0.43% 29

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Wealth Design's JNJ Position: Q3 2026 in Review

True Wealth Design reduced its Johnson & Johnson (JNJ) stake by 7.9% in Q3 2026, selling an estimated $41.4K and leaving 1,827 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #39.

True Wealth Design first reported a position in JNJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $969K in Q2 2023. 1,226 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • True Wealth Design held 1,827 shares of Johnson & Johnson worth $484K as of Q3 2026.
  • True Wealth Design sold 157 Johnson & Johnson shares in Q3 2026, an estimated $41.4K.
  • Johnson & Johnson made up 0.11% of True Wealth Design's portfolio in Q3 2026, its #39 holding.
  • True Wealth Design first reported a position in Johnson & Johnson in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Johnson & Johnson position peaked at $969K in Q2 2023.
  • 1,226 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.