United Capital Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

United Capital Financial 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 Q1	$89.5M	Sell	366,322 -9,667	-3%	-$2.25M	0.55%	33
2025 Q4	$77.8M	Buy	375,989 +32,658	+10%	+$6.46M	0.47%	39
2025 Q3	$63.7M	Buy	343,331 +42,056	+14%	+$7.21M	0.46%	40
2025 Q2	$46M	Buy	301,275 +1,658	+0.6%	+$255K	0.37%	57
2025 Q1	$49.7M	Buy	299,617 +7,776	+3%	+$1.22M	0.43%	47
2024 Q4	$42.2M	Buy	291,841 +26,674	+10%	+$4.13M	0.36%	62
2024 Q3	$43M	Sell	265,167 -2,542	-0.9%	-$405K	0.35%	61
2024 Q2	$39.1M	Sell	267,709 -36,888	-12%	-$5.49M	0.34%	61
2024 Q1	$48.2M	Sell	304,597 -15,613	-5%	-$2.49M	0.4%	57
2023 Q4	$50.2M	Sell	320,210 -188,629	-37%	-$28.9M	0.42%	51
2023 Q3	$79.3M	Sell	508,839 -28,059	-5%	-$4.63M	0.52%	39
2023 Q2	$88.9M	Sell	536,898 -12,266	-2%	-$1.98M	0.48%	38
2023 Q1	$85.1M	Sell	549,164 -65,989	-11%	-$10.7M	0.48%	39
2022 Q4	$109M	Sell	615,153 -8,390	-1%	-$1.45M	0.61%	31
2022 Q3	$102M	Sell	623,543 -23,970	-4%	-$4.06M	0.6%	33
2022 Q2	$115M	Buy	647,513 +13,739	+2%	+$2.45M	0.63%	29
2022 Q1	$112M	Sell	633,774 -3,884	-0.6%	-$661K	0.55%	33
2021 Q4	$109M	Sell	637,658 -4,679	-0.7%	-$766K	0.5%	35
2021 Q3	$104M	Buy	642,337 +9,900	+2%	+$1.69M	0.52%	36
2021 Q2	$104M	Sell	632,437 -128	-0%	-$21.2K	0.52%	34
2021 Q1	$104M	Buy	632,565 +19,020	+3%	+$3.08M	0.58%	32
2020 Q4	$96.6M	Sell	613,545 -608	-0.1%	-$89.7K	0.58%	28
2020 Q3	$91.4M	Buy	614,153 +15,421	+3%	+$2.28M	0.6%	27
2020 Q2	$84.2M	Buy	598,732 +25,425	+4%	+$3.71M	0.61%	22
2020 Q1	$68.3M	Sell	573,307 -46,462	-7%	-$6.59M	0.56%	27
2019 Q4	$90.4M	Buy	619,769 +46,698	+8%	+$6.33M	0.58%	26
2019 Q3	$74.1M	Sell	573,071 -42,161	-7%	-$5.55M	0.52%	31
2019 Q2	$85.7M	Buy	615,232 +44,064	+8%	+$6.1M	0.56%	30
2019 Q1	$79.8M	Buy	571,168 +14,781	+3%	+$1.98M	0.56%	28
2018 Q4	$70.8M	Buy	556,387 +15,058	+3%	+$2.1M	0.56%	31
2018 Q3	$74.8M	Buy	541,329 +19,756	+4%	+$2.63M	0.53%	34
2018 Q2	$63.3M	Sell	521,573 -6,831	-1%	-$852K	0.47%	37
2018 Q1	$67.7M	Buy	528,404 +21,566	+4%	+$2.91M	0.52%	31
2017 Q4	$71.2M	Buy	506,838 +13,470	+3%	+$1.88M	0.56%	27
2017 Q3	$64.1M	Buy	493,368 +14,805	+3%	+$1.96M	0.54%	29
2017 Q2	$63.3M	Buy	478,563 +8,983	+2%	+$1.15M	0.57%	25
2017 Q1	$58.5M	Buy	469,580 +7,389	+2%	+$883K	0.55%	31
2016 Q4	$53.2M	Buy	462,191 +6,736	+1%	+$778K	0.52%	33
2016 Q3	$53.8M	Buy	455,455 +48,128	+12%	+$5.84M	0.52%	29
2016 Q2	$49.3M	Buy	407,327 +13,758	+3%	+$1.56M	0.5%	30
2016 Q1	$42.6M	Buy	393,569 +14,133	+4%	+$1.46M	0.47%	35
2015 Q4	$39M	Sell	379,436 -45,525	-11%	-$4.58M	0.45%	39
2015 Q3	$39.7M	Sell	424,961 -53,793	-11%	-$5.2M	0.48%	34
2015 Q2	$46.7M	Buy	478,754 +53,354	+13%	+$5.34M	0.54%	31
2015 Q1	$42.2M	Buy	425,400 +55,120	+15%	+$5.61M	0.52%	34
2014 Q4	$38.7M	Buy	370,280 +39,935	+12%	+$4.21M	0.58%	38
2014 Q3	$35.2M	Buy	330,345 +38,150	+13%	+$3.96M	0.61%	33
2014 Q2	$30.6M	Buy	292,195 +11,561	+4%	+$1.17M	0.57%	41
2014 Q1	$27.6M	Buy	280,634 +91,493	+48%	+$8.48M	0.59%	35
2013 Q4	$17.3M	Buy	189,141 +108,323	+134%	+$9.98M	0.59%	38
2013 Q3	$7.01M	Sell	80,818 -209,839	-72%	-$18.8M	0.22%	100
2013 Q2	$25M	Buy	+290,657	New	+$24.7M	0.66%	34

Other funds holding JNJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's JNJ Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Johnson & Johnson (JNJ) stake by 2.6% in Q1 2026, selling an estimated $2.25M and leaving 366,322 shares worth $89.5M. The position accounts for 0.55% of the portfolio, ranked #33.

United Capital Financial Advisors first reported a position in JNJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $115M in Q2 2022. 4,616 funds tracked by Wall St. Rank hold JNJ as of Q1 2026.

United Capital Financial Advisors held 366,322 shares of Johnson & Johnson worth $89.5M as of Q1 2026.
United Capital Financial Advisors sold 9,667 Johnson & Johnson shares in Q1 2026, an estimated $2.25M.
Johnson & Johnson made up 0.55% of United Capital Financial Advisors's portfolio in Q1 2026, its #33 holding.
United Capital Financial Advisors first reported a position in Johnson & Johnson in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's Johnson & Johnson position peaked at $115M in Q2 2022.
4,616 funds tracked by Wall St. Rank held Johnson & Johnson as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.