Vaughan Nelson Investment Management Trims Johnson & Johnson Holdings

The investment firm reduced its stake in the healthcare giant by over 50% in Q4 2025.

Apr. 2, 2026 at 11:37am

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Vaughan Nelson Investment Management L.P. lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 54.2% in the fourth quarter of 2025, according to the company's most recent SEC filing. The firm now owns 9,015 shares of the company's stock, worth approximately $1.87 million.

Why it matters

This filing provides insight into the investment decisions of Vaughan Nelson, a prominent institutional investor. The significant reduction in their Johnson & Johnson holdings could signal a shift in market sentiment or portfolio strategy for the firm.

The details

Vaughan Nelson Investment Management sold 10,675 shares of Johnson & Johnson stock during the fourth quarter, leaving them with a remaining position of 9,015 shares. The firm's total holdings in JNJ were valued at $1,866,000 as of the most recent SEC disclosure.

  • Vaughan Nelson Investment Management filed the 13F report disclosing these changes in Q4 2025.

The players

Vaughan Nelson Investment Management L.P.

A Texas-based investment management firm that oversees over $13 billion in assets.

Johnson & Johnson

A multinational pharmaceutical and medical devices company headquartered in New Jersey.

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The takeaway

This filing highlights the shifting investment strategies of major institutional players like Vaughan Nelson and could foreshadow broader trends in the healthcare and pharmaceutical sectors.