Avantax Planning Partners’s Johnson Controls International JCI Stock Holding History

Avantax Planning 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	$203K	Sell	1,387 -145	-9%	-$20.5K	0.01%	441
2026 Q1	$201K	Buy	+1,532	New	+$198K	0.01%	425
2023 Q3	–	Sell	-3,670	Closed	-$250K	–	379
2023 Q2	$250K	Sell	3,670 -11	-0.3%	-$676	0.01%	325
2023 Q1	$222K	Buy	3,681 +11	+0.3%	+$704	0.01%	342
2022 Q4	$235K	Buy	+3,670	New	+$225K	0.01%	326
2022 Q2	–	Sell	-3,590	Closed	-$235K	–	358
2022 Q1	$235K	Hold	3,590	–	–	0.01%	318
2021 Q4	$292K	Hold	3,590	–	–	0.01%	279
2021 Q3	$244K	Sell	3,590 -1,400	-28%	-$101K	0.01%	287
2021 Q2	$342K	Buy	+4,990	New	+$322K	0.02%	241
2018 Q4	–	Sell	-1,291	Closed	-$45K	–	758
2018 Q3	$45K	Buy	+1,291	New	+$47.6K	﹤0.01%	509
2018 Q2	–	Sell	-2,879	Closed	-$101K	–	861
2018 Q1	$101K	Sell	2,879 -2,392	-45%	-$90.9K	0.01%	405
2017 Q4	$201K	Sell	5,271 -2,699	-34%	-$105K	0.02%	295
2017 Q3	$321K	Sell	7,970 -1,379	-15%	-$55.8K	0.03%	260
2017 Q2	$405K	Sell	9,349 -447	-5%	-$18.7K	0.03%	216
2017 Q1	$413K	Buy	9,796 +1,856	+23%	+$78.5K	0.04%	201
2016 Q4	$327K	Buy	+7,940	New	+$348K	0.03%	216

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Avantax Planning Partners's JCI Position: Q2 2026 in Review

Avantax Planning Partners reduced its Johnson Controls International (JCI) stake by 9.5% in Q2 2026, selling an estimated $20.5K and leaving 1,387 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #441.

Avantax Planning Partners first reported a position in JCI in Q4 2016 and has held it in 16 quarters since. The position peaked at $413K in Q1 2017. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Avantax Planning Partners held 1,387 shares of Johnson Controls International worth $203K as of Q2 2026.
Avantax Planning Partners sold 145 Johnson Controls International shares in Q2 2026, an estimated $20.5K.
Johnson Controls International made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #441 holding.
Avantax Planning Partners first reported a position in Johnson Controls International in Q4 2016 and has held it in 16 quarters since.
Avantax Planning Partners's Johnson Controls International position peaked at $413K in Q1 2017.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.