Equitable Trust’s Johnson Controls International JCI Stock Holding History

Equitable Trust’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	$251K	Buy	1,686 +30	+2%	+$4.34K	0.01%	415
2026 Q2	$242K	Buy	1,656 +85	+5%	+$12K	0.01%	427
2026 Q1	$206K	Buy	+1,571	New	+$203K	0.01%	453
2023 Q4	–	Sell	-37,241	Closed	-$1.98M	–	405
2023 Q3	$1.98M	Hold	37,241	–	–	0.16%	116
2023 Q2	$2.54M	Buy	+37,241	New	+$2.29M	0.19%	98

Other funds holding JCI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Equitable Trust's JCI Position: Q3 2026 in Review

Equitable Trust increased its Johnson Controls International (JCI) stake by 1.8% in Q3 2026, buying an estimated $4.34K and bringing the position to 1,686 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #415.

Equitable Trust first reported a position in JCI in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.54M in Q2 2023. 253 funds tracked by Wall St. Rank hold JCI as of Q3 2026.

Equitable Trust held 1,686 shares of Johnson Controls International worth $251K as of Q3 2026.
Equitable Trust bought 30 Johnson Controls International shares in Q3 2026, an estimated $4.34K.
Johnson Controls International made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #415 holding.
Equitable Trust first reported a position in Johnson Controls International in Q2 2023 and has held it in 5 quarters since.
Equitable Trust's Johnson Controls International position peaked at $2.54M in Q2 2023.
253 funds tracked by Wall St. Rank held Johnson Controls International as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.