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

Waterway Wealth 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
2025
Q2 		– Sell
-4,745
Closed -$787K – 90
2025
Q1 		$787K Buy
4,745
+617
+15% +$96.5K 0.33% 32
2024
Q4 		$597K Sell
4,128
-864
-17% -$134K 0.26% 42
2024
Q3 		$809K Buy
4,992
+657
+15% +$105K 0.35% 30
2024
Q2 		$634K Sell
4,335
-861
-17% -$128K 0.31% 35
2024
Q1 		$822K Buy
+5,196
New +$827K 0.36% 19

Other funds holding JNJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waterway Wealth Management's JNJ Position: Q2 2025 in Review

Waterway Wealth Management sold out of Johnson & Johnson (JNJ) in Q2 2025, closing a stake of 4,745 shares — an estimated $787K sold.

Waterway Wealth Management first reported a position in JNJ in Q1 2024 and held it in 5 quarters. The position peaked at $822K in Q1 2024. 4,082 funds tracked by Wall St. Rank hold JNJ as of Q2 2025.

  • Waterway Wealth Management reported no remaining Johnson & Johnson position as of Q2 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 4,745 Johnson & Johnson shares in Q2 2025, an estimated $787K.
  • Waterway Wealth Management first reported a position in Johnson & Johnson in Q1 2024 and held it in 5 quarters.
  • Waterway Wealth Management's Johnson & Johnson position peaked at $822K in Q1 2024.
  • 4,082 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2025.

Based on Waterway Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.