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Evelyn Partners’s Johnson Controls International JCI Stock Holding History

Evelyn 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 		$463K Buy
+3,172
New +$448K ﹤0.01% 220

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evelyn Partners's JCI Position: Q2 2026 in Review

Evelyn Partners opened a new position in Johnson Controls International (JCI) in Q2 2026: 3,172 shares worth $463K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings.

1,537 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Evelyn Partners held 3,172 shares of Johnson Controls International worth $463K as of Q2 2026.
  • Johnson Controls International was a new Evelyn Partners position in Q2 2026.
  • Johnson Controls International made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #220 holding.
  • 1,537 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.