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Balboa Wealth Partners’s Johnson Controls International JCI Stock Holding History

Balboa Wealth 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 		$631K Buy
4,322
+1,989
+85% +$281K 0.09% 197
2026
Q1 		$306K Buy
2,333
+211
+10% +$27.3K 0.05% 305
2025
Q4 		$254K Sell
2,122
-404
-16% -$46.4K 0.04% 326
2025
Q3 		$278K Sell
2,526
-200
-7% -$21.4K 0.05% 287
2025
Q2 		$288K Sell
2,726
-66
-2% -$6.08K 0.06% 256
2025
Q1 		$224K Buy
+2,792
New +$230K 0.05% 247

Other funds holding JCI

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Balboa Wealth Partners's JCI Position: Q2 2026 in Review

Balboa Wealth Partners increased its Johnson Controls International (JCI) stake by 85% in Q2 2026, buying an estimated $281K and bringing the position to 4,322 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #197.

Balboa Wealth Partners first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Balboa Wealth Partners held 4,322 shares of Johnson Controls International worth $631K as of Q2 2026.
  • Balboa Wealth Partners bought 1,989 Johnson Controls International shares in Q2 2026, an estimated $281K.
  • Johnson Controls International made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Balboa Wealth Partners first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.