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

West 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	–	Sell	-52	Closed	-$12.7K	–	225
2026 Q1	$12.7K	Sell	52 -12	-19%	-$2.79K	﹤0.01%	132
2025 Q4	$13.2K	Hold	64	–	–	﹤0.01%	135
2025 Q3	$11.9K	Hold	64	–	–	﹤0.01%	136
2025 Q2	$9.78K	Hold	64	–	–	﹤0.01%	153
2025 Q1	$10.6K	Hold	64	–	–	﹤0.01%	150
2024 Q4	$9.26K	Buy	+64	New	+$9.92K	﹤0.01%	155
2023 Q4	–	Sell	-52	Closed	-$8.1K	–	183
2023 Q3	$8.1K	Buy	52 +21	+68%	+$3.46K	﹤0.01%	134
2023 Q2	$5.13K	Buy	+31	New	+$5K	﹤0.01%	140
2022 Q4	–	Sell	-800	Closed	-$131K	–	184
2022 Q3	$131K	Hold	800	–	–	0.04%	69
2022 Q2	$142K	Hold	800	–	–	0.04%	63
2022 Q1	$142K	Hold	800	–	–	0.04%	68
2021 Q4	$137K	Hold	800	–	–	0.04%	74
2021 Q3	$129K	Hold	800	–	–	0.04%	68
2021 Q2	$132K	Hold	800	–	–	0.04%	61
2021 Q1	$131K	Hold	800	–	–	0.04%	63
2020 Q4	$126K	Buy	+800	New	+$118K	0.04%	63

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

West Financial Advisors sold out of Johnson & Johnson (JNJ) in Q2 2026, closing a stake of 52 shares — an estimated $12.7K sold.

West Financial Advisors first reported a position in JNJ in Q4 2020 and held it in 16 quarters. The position peaked at $142K in Q2 2022. 1,657 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

West Financial Advisors reported no remaining Johnson & Johnson position as of Q2 2026 after selling out during the quarter.
West Financial Advisors sold 52 Johnson & Johnson shares in Q2 2026, an estimated $12.7K.
West Financial Advisors first reported a position in Johnson & Johnson in Q4 2020 and held it in 16 quarters.
West Financial Advisors's Johnson & Johnson position peaked at $142K in Q2 2022.
1,657 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

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