Avidian Wealth Enterprises’s Johnson Controls International JCI Stock Holding History

Avidian Wealth Enterprises’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	$465K	Buy	3,182 +107	+3%	+$15.1K	0.01%	493
2026 Q1	$403K	Sell	3,075 -98	-3%	-$12.7K	0.01%	481
2025 Q4	$380K	Buy	3,173 +183	+6%	+$21K	0.01%	428
2025 Q3	$329K	Sell	2,990 -217	-7%	-$23.2K	0.01%	453
2025 Q2	$339K	Buy	3,207 +303	+10%	+$27.9K	0.01%	414
2025 Q1	$233K	Sell	2,904 -523	-15%	-$43K	0.01%	475
2024 Q4	$270K	Buy	3,427 +150	+5%	+$12K	0.01%	422
2024 Q3	$254K	Buy	3,277 +4	+0.1%	+$281	0.01%	430
2024 Q2	$218K	Buy	+3,273	New	+$220K	0.01%	466
2023 Q2	–	Sell	-4,386	Closed	-$264K	–	454
2023 Q1	$264K	Buy	+4,386	New	+$281K	0.01%	411
2022 Q1	–	Sell	-2,714	Closed	-$221K	–	544
2021 Q4	$221K	Buy	+2,714	New	+$205K	0.01%	475
2019 Q4	–	Sell	-15,788	Closed	-$693K	–	231
2019 Q3	$693K	Buy	+15,788	New	+$669K	0.11%	73

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

Avidian Wealth Enterprises's JCI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Johnson Controls International (JCI) stake by 3.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 3,182 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #493.

Avidian Wealth Enterprises first reported a position in JCI in Q3 2019 and has held it in 12 quarters since. The position peaked at $693K in Q3 2019. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Avidian Wealth Enterprises held 3,182 shares of Johnson Controls International worth $465K as of Q2 2026.
Avidian Wealth Enterprises bought 107 Johnson Controls International shares in Q2 2026, an estimated $15.1K.
Johnson Controls International made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #493 holding.
Avidian Wealth Enterprises first reported a position in Johnson Controls International in Q3 2019 and has held it in 12 quarters since.
Avidian Wealth Enterprises's Johnson Controls International position peaked at $693K in Q3 2019.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.