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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's JCI Position: Q2 2026 in Review

Elevation Wealth Partners increased its Johnson Controls International (JCI) stake by 359% in Q2 2026, buying an estimated $40.1K and bringing the position to 363 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #289.

Elevation Wealth Partners first reported a position in JCI in Q1 2024 and has held it in 10 quarters since. 630 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Elevation Wealth Partners held 363 shares of Johnson Controls International worth $53K as of Q2 2026.
  • Elevation Wealth Partners bought 284 Johnson Controls International shares in Q2 2026, an estimated $40.1K.
  • Johnson Controls International made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Elevation Wealth Partners first reported a position in Johnson Controls International in Q1 2024 and has held it in 10 quarters since.
  • 630 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.