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Evolve Private Wealth’s Johnson Controls International JCI Stock Holding History

Evolve Private Wealth’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 		$1.34M Buy
9,115
+1,205
+15% +$170K 0.08% 220
2026
Q1 		$1.04M Buy
7,910
+1,093
+16% +$141K 0.06% 324
2025
Q4 		$819K Buy
+6,817
New +$783K 0.05% 357

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

Evolve Private Wealth's JCI Position: Q2 2026 in Review

Evolve Private Wealth increased its Johnson Controls International (JCI) stake by 15% in Q2 2026, buying an estimated $170K and bringing the position to 9,115 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #220.

Evolve Private Wealth first reported a position in JCI in Q4 2025 and has held it in 3 quarters since. 1,610 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Evolve Private Wealth held 9,115 shares of Johnson Controls International worth $1.34M as of Q2 2026.
  • Evolve Private Wealth bought 1,205 Johnson Controls International shares in Q2 2026, an estimated $170K.
  • Johnson Controls International made up 0.08% of Evolve Private Wealth's portfolio in Q2 2026, its #220 holding.
  • Evolve Private Wealth first reported a position in Johnson Controls International in Q4 2025 and has held it in 3 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.