Diversify 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
2026
Q2
$555K Buy
3,868
+76
+2% +$10.7K 0.01% 827
2026
Q1
$536K Buy
3,792
+1,392
+58% +$180K 0.01% 792
2025
Q4
$269K Buy
+2,400
New +$276K 0.01% 544

Other funds holding JCI

Diversify Wealth Management's JCI Position: Q2 2026 in Review

Diversify Wealth Management increased its Johnson Controls International (JCI) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 3,868 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #827.

Diversify Wealth Management first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Diversify Wealth Management held 3,868 shares of Johnson Controls International worth $555K as of Q2 2026.
  • Diversify Wealth Management bought 76 Johnson Controls International shares in Q2 2026, an estimated $10.7K.
  • Johnson Controls International made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #827 holding.
  • Diversify Wealth Management first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.