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TrueWealth Advisors’s Johnson & Johnson JNJ Stock Holding History

TrueWealth 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 		$816K Sell
3,084
-8
-0.3% -$2.11K 0.18% 106
2026
Q2 		$785K Sell
3,092
-20
-0.6% -$4.66K 0.18% 108
2026
Q1 		$761K Sell
3,112
-83
-3% -$19.3K 0.19% 99
2025
Q4 		$661K Sell
3,195
-42
-1% -$8.3K 0.17% 108
2025
Q3 		$600K Sell
3,237
-25
-0.8% -$4.28K 0.16% 121
2025
Q2 		$498K Sell
3,262
-309
-9% -$47.5K 0.15% 129
2025
Q1 		$592K Sell
3,571
-498
-12% -$77.9K 0.19% 94
2024
Q4 		$589K Sell
4,069
-485
-11% -$75.2K 0.2% 92
2024
Q3 		$738K Sell
4,554
-892
-16% -$142K 0.25% 81
2024
Q2 		$796K Buy
5,446
+964
+22% +$143K 0.29% 70
2024
Q1 		$709K Sell
4,482
-95
-2% -$15.1K 0.27% 68
2023
Q4 		$717K Buy
4,577
+13
+0.3% +$1.99K 0.28% 63
2023
Q3 		$711K Buy
4,564
+33
+0.7% +$5.44K 0.3% 67
2023
Q2 		$750K Buy
4,531
+155
+4% +$25K 0.31% 63
2023
Q1 		$678K Buy
4,376
+329
+8% +$53.1K 0.28% 66
2022
Q4 		$715K Buy
4,047
+669
+20% +$116K 0.31% 64
2022
Q3 		$552K Buy
3,378
+24
+0.7% +$4.06K 0.26% 75
2022
Q2 		$595K Sell
3,354
-55
-2% -$9.8K 0.28% 74
2022
Q1 		$583K Hold
3,409
– – 0.26% 80
2021
Q4 		$583K Buy
3,409
+1,364
+67% +$223K 0.26% 80
2021
Q3 		$330K Sell
2,045
-46
-2% -$7.85K 0.19% 97
2021
Q2 		$344K Sell
2,091
-37
-2% -$6.12K 0.2% 88
2021
Q1 		$354K Buy
2,128
+391
+23% +$63.3K 0.23% 79
2020
Q4 		$277K Buy
+1,737
New +$256K 0.24% 69

Other funds holding JNJ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TrueWealth Advisors's JNJ Position: Q3 2026 in Review

TrueWealth Advisors reduced its Johnson & Johnson (JNJ) stake by 0.26% in Q3 2026, selling an estimated $2.11K and leaving 3,084 shares worth $816K. The position accounts for 0.18% of the portfolio, ranked #106.

TrueWealth Advisors first reported a position in JNJ in Q4 2020 and has held it in 24 quarters since. 3,394 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • TrueWealth Advisors held 3,084 shares of Johnson & Johnson worth $816K as of Q3 2026.
  • TrueWealth Advisors sold 8 Johnson & Johnson shares in Q3 2026, an estimated $2.11K.
  • Johnson & Johnson made up 0.18% of TrueWealth Advisors's portfolio in Q3 2026, its #106 holding.
  • TrueWealth Advisors first reported a position in Johnson & Johnson in Q4 2020 and has held it in 24 quarters since.
  • 3,394 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.