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EverSource Wealth Advisors’s Johnson Controls International JCI Stock Holding History

EverSource Wealth Advisors’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 		$919K Sell
6,292
-1,304
-17% -$184K 0.03% 372
2026
Q1 		$995K Buy
7,596
+1,544
+26% +$199K 0.03% 381
2025
Q4 		$725K Sell
6,052
-897
-13% -$103K 0.03% 416
2025
Q3 		$764K Buy
6,949
+120
+2% +$12.8K 0.03% 375
2025
Q2 		$721K Buy
6,829
+2,909
+74% +$268K 0.03% 357
2025
Q1 		$314K Buy
3,920
+1,879
+92% +$154K 0.02% 510
2024
Q4 		$161K Buy
2,041
+238
+13% +$19.1K 0.01% 736
2024
Q3 		$140K Buy
1,803
+188
+12% +$13.2K 0.01% 681
2024
Q2 		$116K Buy
1,615
+638
+65% +$42.9K 0.01% 742
2024
Q1 		$63.6K Buy
977
+492
+101% +$28.7K 0.01% 879
2023
Q4 		$28K Buy
485
+70
+17% +$3.67K ﹤0.01% 1104
2023
Q3 		$22.1K Buy
415
+25
+6% +$1.54K ﹤0.01% 1090
2023
Q2 		$26.6K Buy
390
+79
+25% +$4.86K ﹤0.01% 1043
2023
Q1 		$18.7K Sell
311
-71
-19% -$4.55K ﹤0.01% 1106
2022
Q4 		$24.4K Buy
382
+28
+8% +$1.71K ﹤0.01% 1003
2022
Q3 		$17K Buy
354
+224
+172% +$11.9K ﹤0.01% 958
2022
Q2 		$6K Buy
130
+31
+31% +$1.73K ﹤0.01% 1201
2022
Q1 		$6K Buy
99
+1
+1% +$69 ﹤0.01% 1182
2021
Q4 		$8K Buy
+98
New +$7.41K ﹤0.01% 1053

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
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

EverSource Wealth Advisors's JCI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Johnson Controls International (JCI) stake by 17% in Q2 2026, selling an estimated $184K and leaving 6,292 shares worth $919K. The position accounts for 0.03% of the portfolio, ranked #372.

EverSource Wealth Advisors first reported a position in JCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $995K in Q1 2026. 1,614 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • EverSource Wealth Advisors held 6,292 shares of Johnson Controls International worth $919K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,304 Johnson Controls International shares in Q2 2026, an estimated $184K.
  • Johnson Controls International made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • EverSource Wealth Advisors first reported a position in Johnson Controls International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Johnson Controls International position peaked at $995K in Q1 2026.
  • 1,614 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.