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Atria Wealth Solutions’s Johnson Controls International JCI Stock Holding History

Atria Wealth Solutions’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 		$1.36M Sell
12,830
-16,457
-56% -$1.51M 0.03% 530
2025
Q1 		$2.35M Buy
29,287
+1,184
+4% +$97.4K 0.03% 575
2024
Q4 		$2.22M Buy
28,103
+3,933
+16% +$316K 0.02% 608
2024
Q3 		$1.88M Buy
24,170
+331
+1% +$23.2K 0.02% 665
2024
Q2 		$1.59M Buy
23,839
+7,899
+50% +$532K 0.02% 711
2024
Q1 		$1.05M Sell
15,940
-155
-1% -$9.03K 0.01% 889
2023
Q4 		$929K Sell
16,095
-3,553
-18% -$187K 0.01% 893
2023
Q3 		$1.05M Sell
19,648
-152
-0.8% -$9.38K 0.01% 790
2023
Q2 		$1.35M Buy
19,800
+2,738
+16% +$168K 0.02% 718
2023
Q1 		$1.03M Buy
17,062
+1,371
+9% +$87.8K 0.02% 786
2022
Q4 		$1.01M Buy
15,691
+4,107
+35% +$251K 0.02% 739
2022
Q3 		$571K Buy
11,584
+4,657
+67% +$247K 0.01% 955
2022
Q2 		$334K Sell
6,927
-5,470
-44% -$305K 0.01% 1156
2022
Q1 		$816K Buy
+12,397
New +$853K 0.01% 817

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's JCI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Johnson Controls International (JCI) stake by 56% in Q2 2025, selling an estimated $1.51M and leaving 12,830 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #530.

Atria Wealth Solutions first reported a position in JCI in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2025. 1,350 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Atria Wealth Solutions held 12,830 shares of Johnson Controls International worth $1.36M as of Q2 2025.
  • Atria Wealth Solutions sold 16,457 Johnson Controls International shares in Q2 2025, an estimated $1.51M.
  • Johnson Controls International made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #530 holding.
  • Atria Wealth Solutions first reported a position in Johnson Controls International in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Johnson Controls International position peaked at $2.35M in Q1 2025.
  • 1,350 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.