Congress Wealth Management’s Johnson Controls International JCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.04M Buy
38,215
+15,710
+70% +$1.45M 0.04% 427
2025
Q1
$1.8M Buy
22,505
+2,582
+13% +$212K 0.02% 515
2024
Q4
$1.57M Sell
19,923
-14,578
-42% -$1.17M 0.02% 446
2024
Q3
$2.68M Buy
34,501
+12,526
+57% +$879K 0.04% 378
2024
Q2
$1.46M Buy
+21,975
New +$1.48M 0.02% 387

Other funds holding JCI

Congress Wealth Management's JCI Position: Q2 2025 in Review

Congress Wealth Management increased its Johnson Controls International (JCI) stake by 70% in Q2 2025, buying an estimated $1.45M and bringing the position to 38,215 shares worth $4.04M. The position accounts for 0.04% of the portfolio, ranked #427.

Congress Wealth Management first reported a position in JCI in Q2 2024 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold JCI as of Q2 2025.

  • Congress Wealth Management held 38,215 shares of Johnson Controls International worth $4.04M as of Q2 2025.
  • Congress Wealth Management bought 15,710 Johnson Controls International shares in Q2 2025, an estimated $1.45M.
  • Johnson Controls International made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #427 holding.
  • Congress Wealth Management first reported a position in Johnson Controls International in Q2 2024 and has held it in 5 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.