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Center for Financial Planning’s Johnson Controls International JCI Stock Holding History

Center for Financial Planning’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 		$569K Hold
3,891
– – 0.05% 104
2026
Q1 		$510K Sell
3,891
-322
-8% -$41.6K 0.05% 107
2025
Q4 		$505K Buy
4,213
+64
+2% +$7.35K 0.05% 105
2025
Q3 		$456K Buy
4,149
+215
+5% +$23K 0.05% 118
2025
Q2 		$416K Buy
3,934
+87
+2% +$8.01K 0.05% 117
2025
Q1 		$308K Buy
3,847
+335
+10% +$27.5K 0.04% 130
2024
Q4 		$277K Buy
3,512
+13
+0.4% +$1.04K 0.04% 132
2024
Q3 		$272K Buy
3,499
+14
+0.4% +$982 0.04% 130
2024
Q2 		$232K Buy
3,485
+187
+6% +$12.6K 0.03% 135
2024
Q1 		$215K Hold
3,298
– – 0.03% 144
2023
Q4 		$190K Sell
3,298
-173
-5% -$9.08K 0.03% 143
2023
Q3 		$185K Buy
3,471
+441
+15% +$27.2K 0.04% 136
2023
Q2 		$206K Buy
+3,030
New +$186K 0.04% 130
2021
Q4 		– Sell
-1
Closed – – 548
2021
Q3 		$0 Buy
+1
New +$72 ﹤0.01% 511

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Center for Financial Planning's JCI Position: Q2 2026 in Review

Center for Financial Planning held its Johnson Controls International (JCI) position steady in Q2 2026 at 3,891 shares worth $569K. The position accounts for 0.05% of the portfolio, ranked #104.

Center for Financial Planning first reported a position in JCI in Q3 2021 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Center for Financial Planning held 3,891 shares of Johnson Controls International worth $569K as of Q2 2026.
  • Center for Financial Planning left its Johnson Controls International share count unchanged in Q2 2026.
  • Johnson Controls International made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #104 holding.
  • Center for Financial Planning first reported a position in Johnson Controls International in Q3 2021 and has held it in 14 quarters since.
  • 471 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.