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Everhart Financial Group’s Johnson Controls International JCI Stock Holding History

Everhart Financial Group’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 		$918K Sell
6,283
-1,280
-17% -$181K 0.06% 188
2026
Q1 		$990K Buy
7,563
+2,165
+40% +$280K 0.08% 173
2025
Q4 		$646K Buy
5,398
+1,778
+49% +$204K 0.06% 226
2025
Q3 		$398K Buy
3,620
+1,231
+52% +$132K 0.04% 280
2025
Q2 		$252K Buy
+2,389
New +$220K 0.03% 301

Other funds holding JCI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's JCI Position: Q2 2026 in Review

Everhart Financial Group reduced its Johnson Controls International (JCI) stake by 17% in Q2 2026, selling an estimated $181K and leaving 6,283 shares worth $918K. The position accounts for 0.06% of the portfolio, ranked #188.

Everhart Financial Group first reported a position in JCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $990K in Q1 2026. 334 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Everhart Financial Group held 6,283 shares of Johnson Controls International worth $918K as of Q2 2026.
  • Everhart Financial Group sold 1,280 Johnson Controls International shares in Q2 2026, an estimated $181K.
  • Johnson Controls International made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #188 holding.
  • Everhart Financial Group first reported a position in Johnson Controls International in Q2 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's Johnson Controls International position peaked at $990K in Q1 2026.
  • 334 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.