Vertrix Wealth Management’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.68M Buy
14,492
+13,003
+873% +$3.03M 1.24% 34
2026
Q1
$364K Buy
+1,489
New +$347K 0.13% 81

Other funds holding JNJ

Vertrix Wealth Management's JNJ Position: Q2 2026 in Review

Vertrix Wealth Management increased its Johnson & Johnson (JNJ) stake by 873% in Q2 2026, buying an estimated $3.03M and bringing the position to 14,492 shares worth $3.68M. The position accounts for 1.24% of the portfolio, ranked #34.

Vertrix Wealth Management first reported a position in JNJ in Q1 2026 and has held it in 2 quarters since. 4,651 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Vertrix Wealth Management held 14,492 shares of Johnson & Johnson worth $3.68M as of Q2 2026.
  • Vertrix Wealth Management bought 13,003 Johnson & Johnson shares in Q2 2026, an estimated $3.03M.
  • Johnson & Johnson made up 1.24% of Vertrix Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Vertrix Wealth Management first reported a position in Johnson & Johnson in Q1 2026 and has held it in 2 quarters since.
  • 4,651 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.