Envestnet Portfolio Solutions
JCI icon

Envestnet Portfolio Solutions’s Johnson Controls International JCI Stock Holding History

Envestnet Portfolio Solutions’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 		$7.23M Buy
49,499
+6,173
+14% +$872K 0.03% 267
2026
Q1 		$5.67M Sell
43,326
-5,342
-11% -$690K 0.03% 268
2025
Q4 		$5.83M Sell
48,668
-1,470
-3% -$169K 0.02% 336
2025
Q3 		$5.51M Sell
50,138
-13,651
-21% -$1.46M 0.02% 336
2025
Q2 		$6.74M Sell
63,789
-9,826
-13% -$904K 0.02% 294
2025
Q1 		$5.9M Sell
73,615
-15,781
-18% -$1.3M 0.02% 322
2024
Q4 		$7.06M Sell
89,396
-1,668
-2% -$134K 0.02% 319
2024
Q3 		$7.07M Buy
91,064
+577
+0.6% +$40.5K 0.02% 317
2024
Q2 		$6.01M Buy
90,487
+1,173
+1% +$79K 0.02% 331
2024
Q1 		$5.83M Buy
89,314
+12,561
+16% +$732K 0.02% 341
2023
Q4 		$4.42M Sell
76,753
-4,743
-6% -$249K 0.02% 356
2023
Q3 		$4.34M Buy
+81,496
New +$5.03M 0.02% 348

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's JCI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Johnson Controls International (JCI) stake by 14% in Q2 2026, buying an estimated $872K and bringing the position to 49,499 shares worth $7.23M. The position accounts for 0.03% of the portfolio, ranked #267.

Envestnet Portfolio Solutions first reported a position in JCI in Q3 2023 and has held it in 12 quarters since. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Envestnet Portfolio Solutions held 49,499 shares of Johnson Controls International worth $7.23M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,173 Johnson Controls International shares in Q2 2026, an estimated $872K.
  • Johnson Controls International made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #267 holding.
  • Envestnet Portfolio Solutions first reported a position in Johnson Controls International in Q3 2023 and has held it in 12 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.