Curio Wealth’s Johnson Controls International JCI Stock Holding History

Curio Wealth’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	–	Sell	-6	Closed	-$786	–	616
2026 Q1	$786	Buy	+6	New	+$775	﹤0.01%	419

Other funds holding JCI

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Curio Wealth's JCI Position: Q2 2026 in Review

Curio Wealth sold out of Johnson Controls International (JCI) in Q2 2026, closing a stake of 6 shares — an estimated $786 sold.

Curio Wealth first reported a position in JCI in Q1 2026 and held it in 1 quarter. The position peaked at $786 in Q1 2026. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

Curio Wealth reported no remaining Johnson Controls International position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 6 Johnson Controls International shares in Q2 2026, an estimated $786.
Curio Wealth first reported a position in Johnson Controls International in Q1 2026 and held it in 1 quarter.
Curio Wealth's Johnson Controls International position peaked at $786 in Q1 2026.
1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.