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VELA Investment Management’s Johnson & Johnson JNJ Stock Holding History

VELA Investment Management’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 		$1.78M Hold
7,000
– – 0.39% 78
2026
Q1 		$1.71M Buy
+7,000
New +$1.63M 0.4% 81
2025
Q4 		– Sell
-10,000
Closed -$1.85M – 179
2025
Q3 		$1.85M Hold
10,000
– – 0.45% 72
2025
Q2 		$1.53M Buy
+10,000
New +$1.54M 0.41% 75

Other funds holding JNJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VELA Investment Management's JNJ Position: Q2 2026 in Review

VELA Investment Management reduced its Johnson & Johnson (JNJ) stake by 12% in Q2 2026, selling an estimated $866K and leaving 26,143 shares worth $6.64M. The position accounts for 1.45% of the portfolio, ranked #15.

VELA Investment Management first reported a position in JNJ in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.3M in Q1 2026. 4,689 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • VELA Investment Management held 26,143 shares of Johnson & Johnson worth $6.64M as of Q2 2026.
  • VELA Investment Management sold 3,717 Johnson & Johnson shares in Q2 2026, an estimated $866K.
  • Johnson & Johnson made up 1.45% of VELA Investment Management's portfolio in Q2 2026, its #15 holding.
  • VELA Investment Management first reported a position in Johnson & Johnson in Q2 2022 and has held it in 17 quarters since.
  • VELA Investment Management's Johnson & Johnson position peaked at $7.3M in Q1 2026.
  • 4,689 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.