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Crux Wealth Advisors’s Johnson Controls International JCI Stock Holding History

Crux 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
Q2 		$337K Sell
2,310
-5
-0.2% -$706 0.12% 147
2026
Q1 		$303K Buy
2,315
+1
+0% +$129 0.12% 143
2025
Q4 		$277K Sell
2,314
-256
-10% -$29.4K 0.1% 146
2025
Q3 		$283K Buy
2,570
+43
+2% +$4.59K 0.11% 143
2025
Q2 		$267K Sell
2,527
-3,410
-57% -$314K 0.11% 144
2025
Q1 		$476K Sell
5,937
-2,242
-27% -$184K 0.25% 113
2024
Q4 		$646K Buy
+8,179
New +$656K 0.36% 81

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Crux Wealth Advisors's JCI Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Johnson Controls International (JCI) stake by 0.22% in Q2 2026, selling an estimated $706 and leaving 2,310 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #147.

Crux Wealth Advisors first reported a position in JCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $646K in Q4 2024. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Crux Wealth Advisors held 2,310 shares of Johnson Controls International worth $337K as of Q2 2026.
  • Crux Wealth Advisors sold 5 Johnson Controls International shares in Q2 2026, an estimated $706.
  • Johnson Controls International made up 0.12% of Crux Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Crux Wealth Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Johnson Controls International position peaked at $646K in Q4 2024.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.