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
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: Q1 2026 in Review

Diversify Wealth Management increased its Johnson Controls International (JCI) stake by 58% in Q1 2026, buying an estimated $180K and bringing the position to 3,792 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #792.

Diversify Wealth Management first reported a position in JCI in Q4 2025 and has held it in 2 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • Diversify Wealth Management held 3,792 shares of Johnson Controls International worth $536K as of Q1 2026.
  • Diversify Wealth Management bought 1,392 Johnson Controls International shares in Q1 2026, an estimated $180K.
  • Johnson Controls International made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #792 holding.
  • Diversify Wealth Management first reported a position in Johnson Controls International in Q4 2025 and has held it in 2 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.