Aventura Private Wealth’s Johnson Controls International JCI Stock Holding History

Aventura Private Wealth’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	$52.2K	Buy	357 +327	+1,090%	+$46.2K	0.02%	337
2026 Q1	$3.93K	Hold	30	–	–	﹤0.01%	688
2025 Q4	$3.59K	Buy	30 +5	+20%	+$574	﹤0.01%	634
2025 Q3	$2.75K	Hold	25	–	–	﹤0.01%	647
2025 Q2	$2.64K	Buy	25 +12	+92%	+$1.1K	﹤0.01%	598
2025 Q1	$1.04K	Hold	13	–	–	﹤0.01%	658
2024 Q4	$1.03K	Buy	+13	New	+$1.04K	﹤0.01%	637

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

Aventura Private Wealth's JCI Position: Q2 2026 in Review

Aventura Private Wealth increased its Johnson Controls International (JCI) stake by 1,090% in Q2 2026, buying an estimated $46.2K and bringing the position to 357 shares worth $52.2K. The position accounts for 0.02% of the portfolio, ranked #337.

Aventura Private Wealth first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Aventura Private Wealth held 357 shares of Johnson Controls International worth $52.2K as of Q2 2026.
Aventura Private Wealth bought 327 Johnson Controls International shares in Q2 2026, an estimated $46.2K.
Johnson Controls International made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #337 holding.
Aventura Private Wealth first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.