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Foundations Investment Advisors’s Johnson Controls International JCI Stock Holding History

Foundations Investment 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 		$514K Buy
3,517
+570
+19% +$80.5K 0.01% 769
2026
Q1 		$386K Buy
2,947
+248
+9% +$32K ﹤0.01% 809
2025
Q4 		$323K Sell
2,699
-309
-10% -$35.5K ﹤0.01% 863
2025
Q3 		$331K Buy
3,008
+174
+6% +$18.6K ﹤0.01% 810
2025
Q2 		$299K Buy
+2,834
New +$261K ﹤0.01% 742
2025
Q1 		– Sell
-2,547
Closed -$201K – 896
2024
Q4 		$201K Buy
+2,547
New +$204K ﹤0.01% 806

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's JCI Position: Q2 2026 in Review

Foundations Investment Advisors increased its Johnson Controls International (JCI) stake by 19% in Q2 2026, buying an estimated $80.5K and bringing the position to 3,517 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #769.

Foundations Investment Advisors first reported a position in JCI in Q4 2024 and has held it in 6 quarters since. 1,615 funds tracked by Wall St. Rank hold JCI as of Q2 2026.

  • Foundations Investment Advisors held 3,517 shares of Johnson Controls International worth $514K as of Q2 2026.
  • Foundations Investment Advisors bought 570 Johnson Controls International shares in Q2 2026, an estimated $80.5K.
  • Johnson Controls International made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #769 holding.
  • Foundations Investment Advisors first reported a position in Johnson Controls International in Q4 2024 and has held it in 6 quarters since.
  • 1,615 funds tracked by Wall St. Rank held Johnson Controls International as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.