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

Valeo 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
2025
Q1 		– Sell
-2,000
Closed -$195K – 729
2024
Q4 		$195K Buy
+2,000
New +$310K 0.01% 668
2024
Q1 		– Sell
-400
Closed -$63 – 686
2023
Q4 		$63 Buy
+400
New +$61.3K ﹤0.01% 652

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Valeo Financial Advisors's JNJ Position: Q3 2026 in Review

Valeo Financial Advisors increased its Johnson & Johnson (JNJ) stake by 0.61% in Q3 2026, buying an estimated $100K and bringing the position to 62,954 shares worth $16.7M. The position accounts for 0.35% of the portfolio, ranked #36.

Valeo Financial Advisors first reported a position in JNJ in Q3 2017 and has held it in 37 quarters since. 872 funds tracked by Wall St. Rank hold JNJ as of Q3 2026.

  • Valeo Financial Advisors held 62,954 shares of Johnson & Johnson worth $16.7M as of Q3 2026.
  • Valeo Financial Advisors bought 380 Johnson & Johnson shares in Q3 2026, an estimated $100K.
  • Johnson & Johnson made up 0.35% of Valeo Financial Advisors's portfolio in Q3 2026, its #36 holding.
  • Valeo Financial Advisors first reported a position in Johnson & Johnson in Q3 2017 and has held it in 37 quarters since.
  • 872 funds tracked by Wall St. Rank held Johnson & Johnson as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.