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Alvarez & Marsal Private Wealth Partners’s Johnson Controls International JCI Stock Holding History

Alvarez & Marsal Private Wealth Partners’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,581
Closed -$208K – 152
2026
Q1 		$208K Buy
+1,581
New +$204K 0.03% 171

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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's JCI Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Johnson Controls International (JCI) in Q2 2026, closing a stake of 1,581 shares — an estimated $208K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in JCI in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Johnson Controls International position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 1,581 Johnson Controls International shares in Q2 2026, an estimated $208K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Johnson Controls International in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Johnson Controls International position peaked at $208K in Q1 2026.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.