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Drive Wealth Management’s Johnson Controls International JCI Stock Holding History

Drive Wealth Management’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 		$387K Buy
2,641
+222
+9% +$31.4K 0.07% 246
2026
Q1 		$318K Buy
2,419
+60
+3% +$7.75K 0.07% 246
2025
Q4 		$283K Buy
2,359
+11
+0.5% +$1.26K 0.06% 263
2025
Q3 		$259K Hold
2,348
– – 0.05% 267
2025
Q2 		$249K Buy
+2,348
New +$216K 0.05% 270

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

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

Drive Wealth Management increased its Johnson Controls International (JCI) stake by 9.2% in Q2 2026, buying an estimated $31.4K and bringing the position to 2,641 shares worth $387K. The position accounts for 0.07% of the portfolio, ranked #246.

Drive Wealth Management first reported a position in JCI in Q2 2025 and has held it in 5 quarters since. 1,606 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Drive Wealth Management held 2,641 shares of Johnson Controls International worth $387K as of Q2 2026.
  • Drive Wealth Management bought 222 Johnson Controls International shares in Q2 2026, an estimated $31.4K.
  • Johnson Controls International made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Drive Wealth Management first reported a position in Johnson Controls International in Q2 2025 and has held it in 5 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.