Crestwood Advisors Group’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
2026
Q2
$1.03M Buy
7,025
+1,084
+18% +$153K 0.02% 318
2026
Q1
$778K Buy
5,941
+1,885
+46% +$243K 0.01% 335
2025
Q4
$486K Buy
4,056
+438
+12% +$50.3K 0.01% 401
2025
Q3
$398K Buy
3,618
+403
+13% +$43.1K 0.01% 403
2025
Q2
$340K Buy
3,215
+155
+5% +$14.3K 0.01% 415
2025
Q1
$245K Buy
+3,060
New +$252K ﹤0.01% 459
2017
Q2
Sell
-1,489
Closed -$62K 301
2017
Q1
$62K Buy
+1,489
New +$63K 0.01% 230

Other funds holding JCI

Crestwood Advisors Group's JCI Position: Q2 2026 in Review

Crestwood Advisors Group increased its Johnson Controls International (JCI) stake by 18% in Q2 2026, buying an estimated $153K and bringing the position to 7,025 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #318.

Crestwood Advisors Group first reported a position in JCI in Q1 2017 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Crestwood Advisors Group held 7,025 shares of Johnson Controls International worth $1.03M as of Q2 2026.
  • Crestwood Advisors Group bought 1,084 Johnson Controls International shares in Q2 2026, an estimated $153K.
  • Johnson Controls International made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #318 holding.
  • Crestwood Advisors Group first reported a position in Johnson Controls International in Q1 2017 and has held it in 7 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.