Caliber Wealth Management (Kansas)’s Johnson Controls International JCI Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.66M	Sell	31,883 -1,274	-4%	-$180K	0.45%	42
2026 Q1	$4.34M	Sell	33,157 -27	-0.1%	-$3.49K	0.48%	40
2025 Q4	$3.97M	Sell	33,184 -3,597	-10%	-$413K	0.43%	43
2025 Q3	$4.04M	Sell	36,781 -2,349	-6%	-$251K	0.45%	46
2025 Q2	$4.13M	Sell	39,130 -1,540	-4%	-$142K	0.44%	45
2025 Q1	$3.26M	Buy	+40,670	New	+$3.34M	0.44%	57

Other funds holding JCI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s JCI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Johnson Controls International (JCI) stake by 3.8% in Q2 2026, selling an estimated $180K and leaving 31,883 shares worth $4.66M. The position accounts for 0.45% of the portfolio, ranked #42.

Caliber Wealth Management (Kansas) first reported a position in JCI in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Caliber Wealth Management (Kansas) held 31,883 shares of Johnson Controls International worth $4.66M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 1,274 Johnson Controls International shares in Q2 2026, an estimated $180K.
Johnson Controls International made up 0.45% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #42 holding.
Caliber Wealth Management (Kansas) first reported a position in Johnson Controls International in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.