United Advisor Group’s Johnson & Johnson JNJ Stock Holding History

United Advisor Group’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	$2.29M	Sell	8,639 -368	-4%	-$97.1K	0.22%	121
2026 Q2	$2.29M	Buy	9,007 +209	+2%	+$48.7K	0.24%	113
2026 Q1	$2.15M	Buy	8,798 +120	+1%	+$28K	0.27%	101
2025 Q4	$1.8M	Buy	8,678 +844	+11%	+$167K	0.22%	110
2025 Q3	$1.45M	Buy	7,834 +1,669	+27%	+$286K	0.2%	121
2025 Q2	$942K	Buy	6,165 +277	+5%	+$42.6K	0.16%	142
2025 Q1	$977K	Sell	5,888 -659	-10%	-$103K	0.2%	119
2024 Q4	$947K	Buy	6,547 +984	+18%	+$152K	0.19%	128
2024 Q3	$902K	Buy	5,563 +876	+19%	+$140K	0.2%	113
2024 Q2	$685K	Buy	4,687 +1,559	+50%	+$232K	0.21%	104
2024 Q1	$495K	Sell	3,128 -2,559	-45%	-$407K	0.19%	118
2023 Q4	$895K	Buy	+5,687	New	+$872K	1.08%	19

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

United Advisor Group's JNJ Position: Q3 2026 in Review

United Advisor Group reduced its Johnson & Johnson (JNJ) stake by 4.1% in Q3 2026, selling an estimated $97.1K and leaving 8,639 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #121.

United Advisor Group first reported a position in JNJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q2 2026. 2,539 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

United Advisor Group held 8,639 shares of Johnson & Johnson worth $2.29M as of Q3 2026.
United Advisor Group sold 368 Johnson & Johnson shares in Q3 2026, an estimated $97.1K.
Johnson & Johnson made up 0.22% of United Advisor Group's portfolio in Q3 2026, its #121 holding.
United Advisor Group first reported a position in Johnson & Johnson in Q4 2023 and has held it in 12 quarters since.
United Advisor Group's Johnson & Johnson position peaked at $2.29M in Q2 2026.
2,539 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.