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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's JCI Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Johnson Controls International (JCI) stake by 26% in Q1 2026, buying an estimated $199K and bringing the position to 7,596 shares worth $995K. The position accounts for 0.03% of the portfolio, ranked #381.

EverSource Wealth Advisors first reported a position in JCI in Q4 2021 and has held it in 18 quarters since. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • EverSource Wealth Advisors held 7,596 shares of Johnson Controls International worth $995K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,544 Johnson Controls International shares in Q1 2026, an estimated $199K.
  • Johnson Controls International made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #381 holding.
  • EverSource Wealth Advisors first reported a position in Johnson Controls International in Q4 2021 and has held it in 18 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.