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Elevation Wealth Partners’s Johnson Controls International JCI Stock Holding History

Elevation Wealth Partners’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
Q3 		$67K Buy
451
+88
+24% +$12.7K 0.02% 297
2026
Q2 		$53K Buy
363
+284
+359% +$40.1K 0.02% 289
2026
Q1 		$10.3K Buy
79
+7
+10% +$904 ﹤0.01% 505
2025
Q4 		$8.62K Buy
72
+52
+260% +$5.97K ﹤0.01% 511
2025
Q3 		$2.2K Buy
20
+10
+100% +$1.07K ﹤0.01% 628
2025
Q2 		$1.06K Hold
10
– – ﹤0.01% 441
2025
Q1 		$802 Hold
10
– – ﹤0.01% 448
2024
Q4 		$790 Hold
10
– – ﹤0.01% 454
2024
Q3 		$777 Hold
10
– – ﹤0.01% 438
2024
Q2 		$665 Hold
10
– – ﹤0.01% 471
2024
Q1 		$654 Buy
+10
New +$582 ﹤0.01% 437

Other funds holding JCI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's JCI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Johnson Controls International (JCI) stake by 24% in Q3 2026, buying an estimated $12.7K and bringing the position to 451 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #297.

Elevation Wealth Partners first reported a position in JCI in Q1 2024 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

  • Elevation Wealth Partners held 451 shares of Johnson Controls International worth $67K as of Q3 2026.
  • Elevation Wealth Partners bought 88 Johnson Controls International shares in Q3 2026, an estimated $12.7K.
  • Johnson Controls International made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #297 holding.
  • Elevation Wealth Partners first reported a position in Johnson Controls International in Q1 2024 and has held it in 11 quarters since.
  • 53 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.