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Anderson Financial Strategies’s Johnson Controls International JCI Stock Holding History

Anderson Financial Strategies’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
2025
Q2 		– Sell
-147
Closed -$11.8K – 122
2025
Q1 		$11.8K Buy
+147
New +$12.1K 0.01% 153

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Anderson Financial Strategies's JCI Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Johnson Controls International (JCI) in Q2 2025, closing a stake of 147 shares — an estimated $11.8K sold.

Anderson Financial Strategies first reported a position in JCI in Q1 2025 and held it in 1 quarter. The position peaked at $11.8K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Johnson Controls International position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 147 Johnson Controls International shares in Q2 2025, an estimated $11.8K.
  • Anderson Financial Strategies first reported a position in Johnson Controls International in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Johnson Controls International position peaked at $11.8K in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.