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Yousif Capital Management’s Johnson & Johnson JNJ Stock Holding History

Yousif Capital 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 		$68.4M Sell
269,311
-26,775
-9% -$6.24M 0.77% 17
2026
Q1 		$72.4M Sell
296,086
-14,374
-5% -$3.35M 0.85% 13
2025
Q4 		$67.7M Sell
310,460
-9,689
-3% -$1.92M 0.74% 14
2025
Q3 		$59.4M Sell
320,149
-10,541
-3% -$1.81M 0.63% 15
2025
Q2 		$50.5M Sell
330,690
-6,330
-2% -$973K 0.54% 19
2025
Q1 		$55.9M Buy
337,020
+2,937
+0.9% +$460K 0.65% 15
2024
Q4 		$48.3M Sell
334,083
-13,237
-4% -$2.05M 0.53% 21
2024
Q3 		$56.3M Sell
347,320
-3,695
-1% -$589K 0.61% 17
2024
Q2 		$51.3M Sell
351,015
-3,784
-1% -$563K 0.58% 18
2024
Q1 		$56.1M Sell
354,799
-1,914
-0.5% -$305K 0.62% 15
2023
Q4 		$55.9M Sell
356,713
-11,338
-3% -$1.74M 0.66% 15
2023
Q3 		$57.3M Sell
368,051
-34,786
-9% -$5.74M 0.73% 13
2023
Q2 		$66.7M Buy
402,837
+7,069
+2% +$1.14M 0.81% 12
2023
Q1 		$61.3M Sell
395,768
-22,752
-5% -$3.67M 0.8% 13
2022
Q4 		$73.9M Buy
418,520
+1,852
+0.4% +$320K 0.97% 7
2022
Q3 		$68.1M Buy
416,668
+2,185
+0.5% +$370K 0.97% 9
2022
Q2 		$73.6M Sell
414,483
-15,893
-4% -$2.83M 0.97% 8
2022
Q1 		$76.3M Buy
430,376
+11,673
+3% +$1.99M 0.83% 9
2021
Q4 		$71.6M Buy
+418,703
New +$68.5M 0.74% 11

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Yousif Capital Management's JNJ Position: Q2 2026 in Review

Yousif Capital Management reduced its Johnson & Johnson (JNJ) stake by 9% in Q2 2026, selling an estimated $6.24M and leaving 269,311 shares worth $68.4M. The position accounts for 0.77% of the portfolio, ranked #17.

Yousif Capital Management first reported a position in JNJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $76.3M in Q1 2022. 1,173 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Yousif Capital Management held 269,311 shares of Johnson & Johnson worth $68.4M as of Q2 2026.
  • Yousif Capital Management sold 26,775 Johnson & Johnson shares in Q2 2026, an estimated $6.24M.
  • Johnson & Johnson made up 0.77% of Yousif Capital Management's portfolio in Q2 2026, its #17 holding.
  • Yousif Capital Management first reported a position in Johnson & Johnson in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Johnson & Johnson position peaked at $76.3M in Q1 2022.
  • 1,173 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.