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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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Valeo Financial Advisors increased its Johnson & Johnson (JNJ) stake by 0.45% in Q2 2026, buying an estimated $64.8K and bringing the position to 62,574 shares worth $15.9M. The position accounts for 0.34% of the portfolio, ranked #36.

Valeo Financial Advisors first reported a position in JNJ in Q3 2017 and has held it in 36 quarters since. 3,006 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Valeo Financial Advisors held 62,574 shares of Johnson & Johnson worth $15.9M as of Q2 2026.
  • Valeo Financial Advisors bought 278 Johnson & Johnson shares in Q2 2026, an estimated $64.8K.
  • Johnson & Johnson made up 0.34% of Valeo Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Valeo Financial Advisors first reported a position in Johnson & Johnson in Q3 2017 and has held it in 36 quarters since.
  • 3,006 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.