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Wellspring Financial Advisors’s Johnson & Johnson JNJ Stock Holding History

Wellspring 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
2026
Q2 		$4.57M Sell
17,959
-1,219
-6% -$284K 0.3% 35
2026
Q1 		$4.69M Buy
19,178
+1,282
+7% +$299K 0.35% 35
2025
Q4 		$3.7M Buy
17,896
+1,625
+10% +$321K 0.29% 36
2025
Q3 		$3.02M Buy
16,271
+654
+4% +$112K 0.28% 32
2025
Q2 		$2.39M Buy
15,617
+283
+2% +$43.5K 0.24% 37
2025
Q1 		$2.54M Sell
15,334
-11,636
-43% -$1.82M 0.28% 34
2024
Q4 		$3.9M Sell
26,970
-766
-3% -$119K 0.41% 32
2024
Q3 		$4.49M Sell
27,736
-478
-2% -$76.2K 0.54% 28
2024
Q2 		$4.12M Sell
28,214
-12,972
-31% -$1.93M 0.56% 27
2024
Q1 		$6.52M Sell
41,186
-66
-0.2% -$10.5K 1.03% 21
2023
Q4 		$6.47M Sell
41,252
-2,054
-5% -$315K 1.61% 19
2023
Q3 		$6.74M Sell
43,306
-1,957
-4% -$323K 1.97% 16
2023
Q2 		$7.49M Sell
45,263
-894
-2% -$144K 2.12% 14
2023
Q1 		$7.15M Sell
46,157
-1,465
-3% -$237K 2.12% 12
2022
Q4 		$8.41M Buy
47,622
+419
+0.9% +$72.3K 2.8% 10
2022
Q3 		$7.71M Sell
47,203
-171
-0.4% -$28.9K 2.85% 10
2022
Q2 		$8.41M Sell
47,374
-437
-0.9% -$77.9K 2.93% 11
2022
Q1 		$8.47M Sell
47,811
-421
-0.9% -$71.6K 2.5% 13
2021
Q4 		$8.25M Sell
48,232
-266
-0.5% -$43.5K 2.3% 15
2021
Q3 		$7.83M Sell
48,498
-264
-0.5% -$45K 2.36% 15
2021
Q2 		$8.03M Sell
48,762
-852
-2% -$141K 2.53% 14
2021
Q1 		$6.51M Buy
49,614
+503
+1% +$81.4K 3.14% 10
2020
Q4 		$7.73M Sell
49,111
-245
-0.5% -$36.2K 2.7% 12
2020
Q3 		$7.35M Buy
49,356
+105
+0.2% +$15.5K 2.88% 11
2020
Q2 		$6.93M Sell
49,251
-363
-0.7% -$52.9K 2.86% 11
2020
Q1 		$6.51M Buy
+49,614
New +$7.04M 3.14% 10

Other funds holding JNJ

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its Johnson & Johnson (JNJ) stake by 6.4% in Q2 2026, selling an estimated $284K and leaving 17,959 shares worth $4.57M. The position accounts for 0.3% of the portfolio, ranked #35.

Wellspring Financial Advisors first reported a position in JNJ in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.47M in Q1 2022. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Wellspring Financial Advisors held 17,959 shares of Johnson & Johnson worth $4.57M as of Q2 2026.
  • Wellspring Financial Advisors sold 1,219 Johnson & Johnson shares in Q2 2026, an estimated $284K.
  • Johnson & Johnson made up 0.3% of Wellspring Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Wellspring Financial Advisors first reported a position in Johnson & Johnson in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's Johnson & Johnson position peaked at $8.47M in Q1 2022.
  • 1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.