SEC 13F Intelligence

United Capital Financial Advisors, LLC / JNJ

United Capital Financial Advisors, LLC’s Johnson & Johnson Position

Does United Capital Financial Advisors, LLC own Johnson & Johnson (JNJ)? Yes — 366.3K shares worth $90M (+0.55% of its 13F portfolio) as of Q1 2026, down from 376.0K shares the prior filed quarter.

Position Value
$90M
Q1 2026
Shares
366.3K
% of Portfolio
+0.55%
Quarters Held
30
currently held

Position History JNJ

Reported value by quarter
Q4 ’18: $71MQ4 ’18Q1 ’19: $80MQ2 ’19: $86MQ3 ’19: $74MQ4 ’19: $90MQ4 ’19Q1 ’20: $68MQ2 ’20: $84MQ3 ’20: $91MQ4 ’20: $97MQ4 ’20Q1 ’21: $104MQ2 ’21: $104MQ3 ’21: $104MQ4 ’21: $109MQ4 ’21Q1 ’22: $112MQ2 ’22: $115MQ3 ’22: $102MQ4 ’22: $109MQ4 ’22Q1 ’23: $86MQ2 ’23: $85MQ3 ’23: $79MQ4 ’23: $50MQ4 ’23Q1 ’24: $48MQ2 ’24: $39MQ3 ’24: $43MQ4 ’24: $42MQ4 ’24Q1 ’25: $50MQ2 ’25: $46MQ3 ’25: $64MQ4 ’25: $78MQ4 ’25Q1 ’26: $90Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026366.3K$90M+0.55%
Q4 2025376.0K$78M+0.47%
Q3 2025343.3K$64M+0.46%
Q2 2025301.3K$46M+0.37%
Q1 2025299.6K$50M+0.43%
Q4 2024291.8K$42M+0.36%
Q3 2024265.2K$43M+0.35%
Q2 2024267.7K$39M+0.34%
Q1 2024304.6K$48M+0.40%
Q4 2023320.2K$50M+0.42%
Q3 2023508.8K$79M+0.52%
Q2 2023549.2K$85M+0.48%
Q1 2023556.4K$86M+0.47%
Q4 2022615.2K$109M+0.61%
Q3 2022623.5K$102M+0.60%
Q2 2022647.5K$115M+0.63%
Q1 2022633.8K$112M+0.55%
Q4 2021637.7K$109M+0.50%
Q3 2021642.3K$104M+0.52%
Q2 2021632.4K$104M+0.52%
Q1 2021632.6K$104M+0.58%
Q4 2020613.5K$97M+0.58%
Q3 2020614.2K$91M+0.60%
Q2 2020598.7K$84M+0.61%
Q1 2020573.3K$68M+0.56%
Q4 2019619.8K$90M+0.58%
Q3 2019573.1K$74M+0.52%
Q2 2019615.2K$86M+0.56%
Q1 2019571.2K$80M+0.56%
Q4 2018556.4K$71M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of JNJ.