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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 -$289K – 730
2024
Q4 		$289K Buy
+2,000
New +$310K 0.01% 550

Other funds holding JNJ

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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. 267 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.
  • 267 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.