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Uptown Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Uptown 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
Q2 		$467K Hold
1,837
– – 0.31% 48
2026
Q1 		$449K Hold
1,837
– – 0.36% 38
2025
Q4 		$380K Hold
1,837
– – 0.27% 47
2025
Q3 		$341K Hold
1,837
– – 0.28% 52
2025
Q2 		$281K Hold
1,837
– – 0.24% 58
2025
Q1 		$305K Hold
1,837
– – 0.31% 45
2024
Q4 		$266K Buy
+1,837
New +$285K 0.29% 50

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Uptown Financial Advisors's JNJ Position: Q2 2026 in Review

Uptown Financial Advisors held its Johnson & Johnson (JNJ) position steady in Q2 2026 at 1,837 shares worth $467K. The position accounts for 0.31% of the portfolio, ranked #48.

Uptown Financial Advisors first reported a position in JNJ in Q4 2024 and has held it in 7 quarters since. 1,313 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Uptown Financial Advisors held 1,837 shares of Johnson & Johnson worth $467K as of Q2 2026.
  • Uptown Financial Advisors left its Johnson & Johnson share count unchanged in Q2 2026.
  • Johnson & Johnson made up 0.31% of Uptown Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Uptown Financial Advisors first reported a position in Johnson & Johnson in Q4 2024 and has held it in 7 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.