JNJ JOHNSON & JOHNSON

Ownership history in Corient Private Wealth LLC  ·  19 quarters on record

AI Ownership Summary

Corient Private Wealth LLC reported JOHNSON & JOHNSON (JNJ) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.97% in 2023 Q3. The latest visible filing shows JNJ at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JNJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corient Private Wealth LLC's position in JOHNSON & JOHNSON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JNJ was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Corient Private Wealth LLC held JNJ — position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 14 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,896,418 +2,881,118 +18830.8% 0.73% $549.4M 2026-02-14 (Est.) $242.16
2025 Q3 REDUCED 15,300 -2,581,984 -99.4% 0.00% $2.8M 2025-11-14 $193.66
2025 Q3 ADDED 2,597,284 +2,581,984 +16875.7% 0.76% $481.0M 2025-11-14 $193.66
2025 Q2 REDUCED 15,300 -2,221,724 -99.3% 0.00% $14K 2025-08-15 $173.33
2025 Q2 ADDED 2,237,024 +211 +0.0% 0.36% $344.0M 2025-08-15 $173.33
2025 Q1 REDUCED 2,236,813 -218,090 -8.9% 0.61% $371.0M 2025-05-14 $142.39
2024 Q4 REDUCED 2,454,903 -340,923 -12.2% 0.59% $353.6M 2025-02-10 $148.87
2024 Q3 ADDED 2,795,826 +2,780,626 +18293.6% 0.71% $453.1M 2024-11-12 $146.15
2024 Q3 REDUCED 15,200 -2,666,939 -99.4% 0.00% $2.5M 2024-11-12 $146.15
2024 Q2 REDUCED 2,682,139 -127,188 -4.5% 0.68% $392.0M 2024-08-13 $150.51
2024 Q1 REDUCED 2,809,327 -14,216 -0.5% 0.79% $444.4M 2024-05-09 $141.26
2023 Q4 ADDED 2,823,543 +126,730 +4.7% 0.81% $442.6M 2024-02-09 $146.66
2023 Q3 ADDED 2,696,813 +2,680,913 +16861.1% 0.97% $420.0M 2023-11-03 $140.46
2023 Q3 REDUCED 15,900 -2,625,942 -99.4% 0.00% $501 2023-11-03 $140.46
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Corient Private Wealth LLC and JNJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Corient Private Wealth LLC reported owning JNJ?

Corient Private Wealth LLC reported JNJ across 14 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JNJ position in Corient Private Wealth LLC's portfolio?

The largest reported portfolio weight for JNJ was 0.97% in 2023 Q3.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when Corient Private Wealth LLC reported 2,896,418 shares, equal to 0.73% of portfolio, with an estimated market value of $549.4M.

What does the chart on this JNJ ownership page compare?

The chart compares Corient Private Wealth LLC's quarterly JNJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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