Blake Schutter Theil Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Blake Schutter Theil Wealth Advisors’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 Q3	$700K	Sell	4,707 -290	-6%	-$42K	0.48%	49
2026 Q2	$730K	Hold	4,997	–	–	0.49%	48
2026 Q1	$654K	Buy	4,997 +6	+0.1%	+$775	0.53%	47
2025 Q4	$598K	Sell	4,991 -430	-8%	-$49.4K	0.49%	52
2025 Q3	$596K	Sell	5,421 -488	-8%	-$52.1K	0.59%	47
2025 Q2	$624K	Sell	5,909 -458	-7%	-$42.2K	0.71%	43
2025 Q1	$510K	Hold	6,367	–	–	0.58%	56
2024 Q4	$503K	Buy	6,367 +17	+0.3%	+$1.36K	0.53%	49
2024 Q3	$493K	Buy	+6,350	New	+$446K	0.35%	80

Other funds holding JCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's JCI Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Johnson Controls International (JCI) stake by 5.8% in Q3 2026, selling an estimated $42K and leaving 4,707 shares worth $700K. The position accounts for 0.48% of the portfolio, ranked #49.

Blake Schutter Theil Wealth Advisors first reported a position in JCI in Q3 2024 and has held it in 9 quarters since. The position peaked at $730K in Q2 2026. 1,044 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 4,707 shares of Johnson Controls International worth $700K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 290 Johnson Controls International shares in Q3 2026, an estimated $42K.
Johnson Controls International made up 0.48% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #49 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Johnson Controls International in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Johnson Controls International position peaked at $730K in Q2 2026.
1,044 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.